Fiduciary Group’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,855
| Closed | -$275K | – | 179 |
|
|
2016
Q4 | $275K | Sell |
3,855
-280
| -7% | -$20K | 0.07% | 148 |
|
|
2016
Q3 | $302K | Hold |
4,135
| – | – | 0.08% | 142 |
|
|
2016
Q2 | $312K | Hold |
4,135
| – | – | 0.09% | 144 |
|
|
2016
Q1 | $283K | Sell |
4,135
-244
| -6% | -$16.7K | 0.08% | 148 |
|
|
2015
Q4 | $296K | Sell |
4,379
-16,051
| -79% | -$1.08M | 0.09% | 145 |
|
|
2015
Q3 | $1.35M | Sell |
20,430
-2,723
| -12% | -$180K | 0.45% | 73 |
|
|
2015
Q2 | $1.8M | Buy |
+23,153
| New | +$1.8M | 0.57% | 61 |
|