Forvis Mazars Wealth Advisors’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,047
| Closed | -$268K | – | 263 |
|
|
2019
Q1 | $268K | Buy |
4,047
+131
| +3% | +$8.68K | 0.02% | 219 |
|
|
2018
Q4 | $240K | Buy |
3,916
+1,107
| +39% | +$67.8K | 0.02% | 201 |
|
|
2018
Q3 | $231K | Buy |
2,809
+59
| +2% | +$4.85K | 0.02% | 210 |
|
|
2018
Q2 | $230K | Buy |
+2,750
| New | +$230K | 0.02% | 213 |
|
|
2018
Q1 | – | Sell |
-3,261
| Closed | -$240K | – | 252 |
|
|
2017
Q4 | $240K | Sell |
3,261
-148
| -4% | -$10.9K | 0.02% | 222 |
|
|
2017
Q3 | $219K | Buy |
+3,409
| New | +$219K | 0.02% | 212 |
|
|
2016
Q3 | – | Sell |
-2,884
| Closed | -$218K | – | 198 |
|
|
2016
Q2 | $218K | Buy |
+2,884
| New | +$218K | 0.03% | 178 |
|
|
2015
Q3 | – | Sell |
-2,982
| Closed | -$232K | – | 196 |
|
|
2015
Q2 | $232K | Sell |
2,982
-121
| -4% | -$9.41K | 0.03% | 166 |
|
|
2015
Q1 | $226K | Buy |
+3,103
| New | +$226K | 0.03% | 168 |
|
|
2014
Q4 | – | Sell |
-2,543
| Closed | -$234K | – | 153 |
|
|
2014
Q3 | $234K | Buy |
2,543
+6
| +0.2% | +$552 | 0.04% | 126 |
|
|
2014
Q2 | $249K | Sell |
2,537
-34
| -1% | -$3.34K | 0.04% | 124 |
|
|
2014
Q1 | $236K | Buy |
2,571
+367
| +17% | +$33.7K | 0.04% | 146 |
|
|
2013
Q4 | $201K | Buy |
+2,204
| New | +$201K | 0.04% | 150 |
|