Genovese Burford & Brothers Wealth & Retirement Plan Management’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-866
| Closed | -$55K | – | 389 |
|
|
2017
Q3 | $55K | Hold |
866
| – | – | 0.02% | 141 |
|
|
2017
Q2 | $51K | Hold |
866
| – | – | 0.02% | 144 |
|
|
2017
Q1 | $55K | Hold |
866
| – | – | 0.02% | 141 |
|
|
2016
Q4 | $62K | Hold |
866
| – | – | 0.02% | 150 |
|
|
2016
Q3 | $63K | Hold |
866
| – | – | 0.02% | 140 |
|
|
2016
Q2 | $65K | Hold |
866
| – | – | 0.03% | 129 |
|
|
2016
Q1 | $59K | Sell |
866
-1
| -0.1% | -$68 | 0.03% | 114 |
|
|
2015
Q4 | $59K | Buy |
+867
| New | +$59K | 0.03% | 117 |
|