First Personal Financial Services’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,235
| Closed | -$55K | – | 567 |
|
|
2019
Q3 | $55K | Buy |
1,235
+557
| +82% | +$24.8K | 0.02% | 231 |
|
|
2019
Q2 | $34K | Buy |
678
+37
| +6% | +$1.86K | 0.01% | 338 |
|
|
2019
Q1 | $42K | Hold |
641
| – | – | 0.01% | 303 |
|
|
2018
Q4 | $39K | Sell |
641
-3
| -0.5% | -$183 | 0.01% | 291 |
|
|
2018
Q3 | $53K | Buy |
644
+110
| +21% | +$9.05K | 0.02% | 276 |
|
|
2018
Q2 | $45K | Sell |
534
-940
| -64% | -$79.2K | 0.02% | 288 |
|
|
2018
Q1 | $96K | Buy |
1,474
+482
| +49% | +$31.4K | 0.02% | 317 |
|
|
2017
Q4 | $73K | Buy |
992
+52
| +6% | +$3.83K | 0.01% | 396 |
|
|
2017
Q3 | $60K | Buy |
+940
| New | +$60K | 0.01% | 388 |
|
|
2017
Q2 | – | Sell |
-140
| Closed | -$9K | – | 870 |
|
|
2017
Q1 | $9K | Buy |
+140
| New | +$9K | ﹤0.01% | 735 |
|
|
2016
Q3 | – | Sell |
-978
| Closed | -$73K | – | 842 |
|
|
2016
Q2 | $73K | Buy |
978
+920
| +1,586% | +$68.7K | 0.02% | 226 |
|
|
2016
Q1 | $4K | Buy |
58
+31
| +115% | +$2.14K | ﹤0.01% | 291 |
|
|
2015
Q4 | $2K | Sell |
27
-299
| -92% | -$22.1K | ﹤0.01% | 373 |
|
|
2015
Q3 | $22K | Buy |
+326
| New | +$22K | 0.01% | 225 |
|