Destination 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,614
| Closed | -$205K | – | 162 |
|
|
2019
Q3 | $205K | Sell |
4,614
-358
| -7% | -$15.9K | 0.01% | 138 |
|
|
2019
Q2 | $250K | Sell |
4,972
-311
| -6% | -$15.6K | 0.01% | 132 |
|
|
2019
Q1 | $350K | Buy |
5,283
+311
| +6% | +$20.6K | 0.02% | 123 |
|
|
2018
Q4 | $305K | Hold |
4,972
| – | – | 0.02% | 121 |
|
|
2018
Q3 | $409K | Sell |
4,972
-73
| -1% | -$6.01K | 0.02% | 120 |
|
|
2018
Q2 | $422K | Buy |
5,045
+4,173
| +479% | +$349K | 0.03% | 116 |
|
|
2018
Q1 | $57K | Buy |
+872
| New | +$57K | ﹤0.01% | 236 |
|
|
2015
Q3 | – | Sell |
-5,746
| Closed | -$446K | – | 198 |
|
|
2015
Q2 | $446K | Buy |
+5,746
| New | +$446K | 0.03% | 176 |
|