Burt Wealth Advisors’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-321
| Closed | -$6K | – | 275 |
|
|
2020
Q4 | $6K | Buy |
321
+1
| +0.3% | +$19 | ﹤0.01% | 306 |
|
|
2020
Q3 | $3K | Hold |
320
| – | – | ﹤0.01% | 335 |
|
|
2020
Q2 | $6K | Sell |
320
-92
| -22% | -$1.73K | ﹤0.01% | 291 |
|
|
2020
Q1 | $5K | Sell |
412
-307
| -43% | -$3.73K | ﹤0.01% | 312 |
|
|
2019
Q4 | $30K | Buy |
719
+6
| +0.8% | +$250 | 0.01% | 208 |
|
|
2019
Q3 | $32K | Sell |
713
-346
| -33% | -$15.5K | 0.01% | 202 |
|
|
2019
Q2 | $53K | Sell |
1,059
-183
| -15% | -$9.16K | 0.02% | 166 |
|
|
2019
Q1 | $82K | Buy |
1,242
+3
| +0.2% | +$198 | 0.04% | 136 |
|
|
2018
Q4 | $76K | Buy |
1,239
+3
| +0.2% | +$184 | 0.04% | 144 |
|
|
2018
Q3 | $102K | Sell |
1,236
-148
| -11% | -$12.2K | 0.05% | 134 |
|
|
2018
Q2 | $116K | Buy |
1,384
+3
| +0.2% | +$251 | 0.06% | 116 |
|
|
2018
Q1 | $90K | Buy |
1,381
+3
| +0.2% | +$196 | 0.05% | 137 |
|
|
2017
Q4 | $102K | Buy |
1,378
+113
| +9% | +$8.36K | 0.06% | 124 |
|
|
2017
Q3 | $81K | Buy |
1,265
+3
| +0.2% | +$192 | 0.05% | 142 |
|
|
2017
Q2 | $75K | Buy |
1,262
+316
| +33% | +$18.8K | 0.05% | 147 |
|
|
2017
Q1 | $60K | Buy |
946
+2
| +0.2% | +$127 | 0.04% | 149 |
|
|
2016
Q4 | $67K | Buy |
944
+4
| +0.4% | +$284 | 0.06% | 143 |
|
|
2016
Q3 | $68K | Buy |
940
+2
| +0.2% | +$145 | 0.07% | 134 |
|
|
2016
Q2 | $70K | Buy |
938
+2
| +0.2% | +$149 | 0.08% | 130 |
|
|
2016
Q1 | $64K | Buy |
936
+1
| +0.1% | +$68 | 0.06% | 145 |
|
|
2015
Q4 | $63K | Buy |
935
+3
| +0.3% | +$202 | 0.05% | 131 |
|
|
2015
Q3 | $61K | Buy |
932
+2
| +0.2% | +$131 | 0.08% | 124 |
|
|
2015
Q2 | $72K | Buy |
930
+2
| +0.2% | +$155 | 0.08% | 124 |
|
|
2015
Q1 | $68K | Buy |
928
+2
| +0.2% | +$147 | 0.07% | 120 |
|
|
2014
Q4 | $74K | Buy |
+926
| New | +$74K | 0.08% | 116 |
|