Buckley Wealth Management’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-23,084
| Closed | -$231K | – | 124 |
|
|
2020
Q3 | $231K | Sell |
23,084
-15,003
| -39% | -$150K | 0.1% | 102 |
|
|
2020
Q2 | $697K | Sell |
38,087
-4,348
| -10% | -$79.6K | 0.32% | 60 |
|
|
2020
Q1 | $491K | Buy |
42,435
+2,106
| +5% | +$24.4K | 0.27% | 75 |
|
|
2019
Q4 | $1.66M | Buy |
40,329
+12,569
| +45% | +$518K | 0.75% | 28 |
|
|
2019
Q3 | $1.23M | Buy |
27,760
+10,386
| +60% | +$462K | 0.6% | 32 |
|
|
2019
Q2 | $874K | Sell |
17,374
-562
| -3% | -$28.3K | 0.41% | 39 |
|
|
2019
Q1 | $1.19M | Buy |
17,936
+1,520
| +9% | +$101K | 0.56% | 33 |
|
|
2018
Q4 | $1.01M | Sell |
16,416
-1,393
| -8% | -$85.5K | 0.52% | 34 |
|
|
2018
Q3 | $1.46M | Buy |
17,809
+615
| +4% | +$50.5K | 0.64% | 35 |
|
|
2018
Q2 | $1.44M | Sell |
17,194
-297
| -2% | -$24.9K | 0.68% | 35 |
|
|
2018
Q1 | $1.14M | Sell |
17,491
-500
| -3% | -$32.5K | 0.56% | 40 |
|
|
2017
Q4 | $1.33M | Buy |
+17,991
| New | +$1.33M | 0.66% | 38 |
|