BMT Investment Advisors’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-17,745
| Closed | -$892K | – | 84 |
|
|
2019
Q2 | $892K | Sell |
17,745
-17,745
| -50% | -$892K | 0.47% | 80 |
|
|
2019
Q1 | $2.35M | Buy |
35,490
+996
| +3% | +$65.9K | 1.28% | 32 |
|
|
2018
Q4 | $2.12M | Buy |
34,494
+2,441
| +8% | +$150K | 1.34% | 29 |
|
|
2018
Q3 | $2.63M | Buy |
32,053
+500
| +2% | +$41.1K | 1.51% | 15 |
|
|
2018
Q2 | $2.64M | Buy |
31,553
+1,803
| +6% | +$151K | 1.68% | 9 |
|
|
2018
Q1 | $1.93M | Buy |
29,750
+4,534
| +18% | +$295K | 1.3% | 34 |
|
|
2017
Q4 | $1.86M | Buy |
25,216
+6,229
| +33% | +$459K | 1.35% | 18 |
|
|
2017
Q3 | $1.22M | Buy |
+18,987
| New | +$1.22M | 1.12% | 61 |
|