Epstein & White Financial’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,362
| Closed | -$201K | – | 88 |
|
|
2018
Q4 | $201K | Sell |
3,362
-480
| -12% | -$28.7K | 0.13% | 81 |
|
|
2018
Q3 | $322K | Sell |
3,842
-2,824
| -42% | -$237K | 0.21% | 52 |
|
|
2018
Q2 | $560K | Sell |
6,666
-394
| -6% | -$33.1K | 0.42% | 37 |
|
|
2018
Q1 | $484K | Sell |
7,060
-178
| -2% | -$12.2K | 0.31% | 56 |
|
|
2017
Q4 | $557K | Buy |
+7,238
| New | +$557K | 0.32% | 48 |
|