Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-8,383
| Closed | -$595K | – | 352 |
|
|
2017
Q1 | $595K | Buy |
8,383
+23
| +0.3% | +$1.63K | 0.13% | 214 |
|
|
2016
Q4 | $593K | Sell |
8,360
-8,803
| -51% | -$624K | 0.13% | 223 |
|
|
2016
Q3 | $1.25M | Sell |
17,163
-290
| -2% | -$21.2K | 0.15% | 166 |
|
|
2016
Q2 | $1.33M | Buy |
17,453
+4,571
| +35% | +$349K | 0.18% | 156 |
|
|
2016
Q1 | $879K | Buy |
12,882
+749
| +6% | +$51.1K | 0.12% | 222 |
|
|
2015
Q4 | $814K | Buy |
12,133
+3,417
| +39% | +$229K | 0.11% | 239 |
|
|
2015
Q3 | $575K | Buy |
8,716
+1,743
| +25% | +$115K | 0.08% | 323 |
|
|
2015
Q2 | $548K | Sell |
6,973
-424
| -6% | -$33.3K | 0.07% | 341 |
|
|
2015
Q1 | $362K | Buy |
7,397
+836
| +13% | +$40.9K | 0.1% | 258 |
|
|
2014
Q4 | $526K | Sell |
6,561
-3,902
| -37% | -$313K | 0.08% | 309 |
|
|
2014
Q3 | $964K | Sell |
10,463
-43
| -0.4% | -$3.96K | 0.13% | 135 |
|
|
2014
Q2 | $984K | Buy |
10,506
+257
| +3% | +$24.1K | 0.12% | 139 |
|
|
2014
Q1 | $941K | Buy |
10,249
+1,026
| +11% | +$94.2K | 0.12% | 143 |
|
|
2013
Q4 | $845K | Buy |
9,223
+451
| +5% | +$41.3K | 0.11% | 161 |
|
|
2013
Q3 | $784K | Sell |
8,772
-416
| -5% | -$37.2K | 0.11% | 170 |
|
|
2013
Q2 | $787K | Buy |
+9,188
| New | +$787K | 0.12% | 144 |
|