Financial Architects (New Jersey)’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 |
-1,000
| Closed | -$18K | – | 608 |
|
|
2020
Q2 | $18K | Sell |
1,000
-73
| -7% | -$1.31K | ﹤0.01% | 556 |
|
|
2020
Q1 | $12K | Buy |
1,073
+1,000
| +1,370% | +$11.2K | ﹤0.01% | 587 |
|
|
2019
Q4 | $3K | Sell |
73
-1,743
| -96% | -$71.6K | ﹤0.01% | 816 |
|
|
2019
Q3 | $81K | Buy |
1,816
+538
| +42% | +$24K | 0.02% | 359 |
|
|
2019
Q2 | $64K | Buy |
1,278
+781
| +157% | +$39.1K | 0.01% | 406 |
|
|
2019
Q1 | $33K | Buy |
497
+2
| +0.4% | +$133 | 0.01% | 653 |
|
|
2018
Q4 | $30K | Sell |
495
-32
| -6% | -$1.94K | 0.01% | 622 |
|
|
2018
Q3 | $43K | Sell |
527
-228
| -30% | -$18.6K | 0.01% | 577 |
|
|
2018
Q2 | $63K | Sell |
755
-197
| -21% | -$16.4K | 0.01% | 499 |
|
|
2018
Q1 | $62K | Sell |
952
-100
| -10% | -$6.51K | 0.01% | 500 |
|
|
2017
Q4 | $77K | Sell |
1,052
-4,137
| -80% | -$303K | 0.01% | 498 |
|
|
2017
Q3 | $333K | Buy |
5,189
+1,164
| +29% | +$74.7K | 0.06% | 202 |
|
|
2017
Q2 | $241K | Buy |
4,025
+102
| +3% | +$6.11K | 0.04% | 259 |
|
|
2017
Q1 | $248K | Buy |
3,923
+1,219
| +45% | +$77.1K | 0.04% | 241 |
|
|
2016
Q4 | $193K | Buy |
2,704
+1,180
| +77% | +$84.2K | 0.05% | 261 |
|
|
2016
Q3 | $112K | Buy |
1,524
+491
| +48% | +$36.1K | 0.03% | 366 |
|
|
2016
Q2 | $78K | Buy |
1,033
+483
| +88% | +$36.5K | 0.02% | 426 |
|
|
2016
Q1 | $38K | Buy |
+550
| New | +$38K | 0.01% | 439 |
|
|
2015
Q3 | – | Sell |
-926
| Closed | -$72K | – | 676 |
|
|
2015
Q2 | $72K | Buy |
926
+720
| +350% | +$56K | 0.03% | 360 |
|
|
2015
Q1 | $15K | Buy |
206
+11
| +6% | +$801 | 0.01% | 628 |
|
|
2014
Q4 | $16K | Sell |
195
-52
| -21% | -$4.27K | 0.01% | 573 |
|
|
2014
Q3 | $23K | Hold |
247
| – | – | 0.01% | 449 |
|
|
2014
Q2 | $24K | Buy |
+247
| New | +$24K | 0.01% | 463 |
|