Doyle 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
Q3 | – | Sell |
-3,077
| Closed | -$155K | – | 582 |
|
2019
Q2 | $155K | Buy |
+3,077
| New | +$155K | 0.02% | 219 |
|
2019
Q1 | – | Sell |
-3,313
| Closed | -$203K | – | 566 |
|
2018
Q4 | $203K | Buy |
+3,313
| New | +$203K | 0.03% | 178 |
|
2018
Q1 | – | Sell |
-3,502
| Closed | -$258K | – | 178 |
|
2017
Q4 | $258K | Buy |
+3,502
| New | +$258K | 0.04% | 143 |
|