Bingham Osborn & Scarborough’s Occidental Petroleum OXY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-5,625	Closed	-$232K	–	163
2019 Q4	$232K	Sell	5,625 -23	-0.4%	-$949	0.02%	149
2019 Q3	$251K	Buy	5,648 +30	+0.5%	+$1.33K	0.02%	128
2019 Q2	$282K	Sell	5,618 -40	-0.7%	-$2.01K	0.03%	115
2019 Q1	$375K	Sell	5,658 -12	-0.2%	-$795	0.03%	102
2018 Q4	$348K	Sell	5,670 -55	-1%	-$3.38K	0.04%	99
2018 Q3	$470K	Buy	5,725 +10	+0.2%	+$821	0.04%	89
2018 Q2	$478K	Buy	5,715 +117	+2%	+$9.79K	0.05%	81
2018 Q1	$364K	Hold	5,598	–	–	0.03%	96
2017 Q4	$412K	Hold	5,598	–	–	0.04%	86
2017 Q3	$359K	Hold	5,598	–	–	0.03%	88
2017 Q2	$335K	Sell	5,598 -12	-0.2%	-$718	0.03%	92
2017 Q1	$355K	Sell	5,610 -30	-0.5%	-$1.9K	0.04%	87
2016 Q4	$402K	Hold	5,640	–	–	0.04%	79
2016 Q3	$411K	Buy	5,640 +90	+2%	+$6.56K	0.04%	79
2016 Q2	$419K	Hold	5,550	–	–	0.05%	76
2016 Q1	$380K	Sell	5,550 -9	-0.2%	-$616	0.04%	83
2015 Q4	$375K	Hold	5,559	–	–	0.05%	80
2015 Q3	$367K	Hold	5,559	–	–	0.05%	77
2015 Q2	$432K	Hold	5,559	–	–	0.05%	74
2015 Q1	$405K	Sell	5,559 -34	-0.6%	-$2.48K	0.05%	77
2014 Q4	$450K	Sell	5,593 -271	-5%	-$21.8K	0.05%	72
2014 Q3	$540K	Buy	5,864 +71	+1%	+$6.54K	0.07%	69
2014 Q2	$570K	Hold	5,793	–	–	0.08%	55
2014 Q1	$529K	Hold	5,793	–	–	0.07%	59
2013 Q4	$528K	Hold	5,793	–	–	0.08%	55
2013 Q3	$519K	Hold	5,793	–	–	0.08%	48
2013 Q2	$495K	Buy	+5,793	New	+$495K	0.09%	51