Boston Research & Management’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,980
| Closed | -$244K | – | 103 |
|
|
2018
Q3 | $244K | Hold |
2,980
| – | – | 0.11% | 92 |
|
|
2018
Q2 | $249K | Buy |
+2,980
| New | +$249K | 0.12% | 89 |
|
|
2018
Q1 | – | Sell |
-2,980
| Closed | -$219K | – | 96 |
|
|
2017
Q4 | $219K | Sell |
2,980
-580
| -16% | -$42.6K | 0.11% | 94 |
|
|
2017
Q3 | $228K | Hold |
3,560
| – | – | 0.12% | 91 |
|
|
2017
Q2 | $213K | Hold |
3,560
| – | – | 0.12% | 92 |
|
|
2017
Q1 | $225K | Hold |
3,560
| – | – | 0.12% | 90 |
|
|
2016
Q4 | $253K | Hold |
3,560
| – | – | 0.14% | 89 |
|
|
2016
Q3 | $259K | Sell |
3,560
-70
| -2% | -$5.09K | 0.15% | 85 |
|
|
2016
Q2 | $274K | Hold |
3,630
| – | – | 0.17% | 84 |
|
|
2016
Q1 | $248K | Sell |
3,630
-6
| -0.2% | -$410 | 0.15% | 88 |
|
|
2015
Q4 | $245K | Hold |
3,636
| – | – | 0.15% | 88 |
|
|
2015
Q3 | $240K | Sell |
3,636
-170
| -4% | -$11.2K | 0.16% | 91 |
|
|
2015
Q2 | $295K | Sell |
3,806
-231
| -6% | -$17.9K | 0.19% | 83 |
|
|
2015
Q1 | $294K | Sell |
4,037
-170
| -4% | -$12.4K | 0.19% | 85 |
|
|
2014
Q4 | $338K | Sell |
4,207
-850
| -17% | -$68.3K | 0.21% | 83 |
|
|
2014
Q3 | $465K | Hold |
5,057
| – | – | 0.31% | 71 |
|
|
2014
Q2 | $497K | Buy |
5,057
+673
| +15% | +$66.1K | 0.34% | 67 |
|
|
2014
Q1 | $400K | Buy |
4,384
+1,200
| +38% | +$109K | 0.29% | 72 |
|
|
2013
Q4 | $290K | Hold |
3,184
| – | – | 0.22% | 77 |
|
|
2013
Q3 | $285K | Hold |
3,184
| – | – | 0.24% | 78 |
|
|
2013
Q2 | $272K | Buy |
+3,184
| New | +$272K | 0.24% | 77 |
|