Edge 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
Q3 | – | Sell |
-473
| Closed | -$9K | – | 572 |
|
|
2020
Q2 | $9K | Hold |
473
| – | – | ﹤0.01% | 478 |
|
|
2020
Q1 | $5K | Hold |
473
| – | – | ﹤0.01% | 480 |
|
|
2019
Q4 | $19K | Sell |
473
-300
| -39% | -$12.1K | ﹤0.01% | 342 |
|
|
2019
Q3 | $34K | Buy |
773
+373
| +93% | +$16.4K | 0.01% | 284 |
|
|
2019
Q2 | $20K | Hold |
400
| – | – | ﹤0.01% | 339 |
|
|
2019
Q1 | $27K | Hold |
400
| – | – | 0.01% | 294 |
|
|
2018
Q4 | $25K | Sell |
400
-20
| -5% | -$1.25K | 0.01% | 303 |
|
|
2018
Q3 | $35K | Hold |
420
| – | – | 0.01% | 295 |
|
|
2018
Q2 | $35K | Hold |
420
| – | – | 0.01% | 282 |
|
|
2018
Q1 | $27K | Hold |
420
| – | – | 0.01% | 276 |
|
|
2017
Q4 | $30K | Hold |
420
| – | – | 0.01% | 270 |
|
|
2017
Q3 | $27K | Buy |
420
+389
| +1,255% | +$25K | 0.01% | 278 |
|
|
2017
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 469 |
|
|
2017
Q1 | $2K | Hold |
31
| – | – | ﹤0.01% | 450 |
|
|
2016
Q4 | $2K | Hold |
31
| – | – | ﹤0.01% | 435 |
|
|
2016
Q3 | $2K | Hold |
31
| – | – | ﹤0.01% | 433 |
|
|
2016
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 405 |
|
|
2016
Q1 | $2K | Hold |
31
| – | – | ﹤0.01% | 385 |
|
|
2015
Q4 | $2K | Hold |
31
| – | – | ﹤0.01% | 398 |
|
|
2015
Q3 | $2K | Hold |
31
| – | – | ﹤0.01% | 396 |
|
|
2015
Q2 | $2K | Buy |
31
+20
| +182% | +$1.29K | ﹤0.01% | 391 |
|
|
2015
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 416 |
|
|
2014
Q4 | $1K | Buy |
11
+1
| +10% | +$91 | ﹤0.01% | 399 |
|
|
2014
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 394 |
|
|
2014
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 368 |
|
|
2014
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 385 |
|
|
2013
Q4 | – | Sell |
-10
| Closed | -$1K | – | 359 |
|
|
2013
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 322 |
|
|
2013
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 310 |
|