Gideon Capital 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
Q4 | – | Sell |
-26,895
| Closed | -$1.2M | – | 362 |
|
|
2019
Q3 | $1.2M | Buy |
+26,895
| New | +$1.2M | 0.39% | 94 |
|
|
2019
Q1 | – | Sell |
-5,479
| Closed | -$336K | – | 482 |
|
|
2018
Q4 | $336K | Buy |
+5,479
| New | +$336K | 0.14% | 238 |
|
|
2018
Q3 | – | Sell |
-7,513
| Closed | -$629K | – | 454 |
|
|
2018
Q2 | $629K | Sell |
7,513
-2,524
| -25% | -$211K | 0.31% | 91 |
|
|
2018
Q1 | $652K | Buy |
+10,037
| New | +$652K | 0.4% | 66 |
|
|
2017
Q3 | – | Sell |
-5,130
| Closed | -$307K | – | 352 |
|
|
2017
Q2 | $307K | Buy |
+5,130
| New | +$307K | 0.34% | 126 |
|
|
2017
Q1 | – | Sell |
-4,699
| Closed | -$335K | – | 483 |
|
|
2016
Q4 | $335K | Buy |
+4,699
| New | +$335K | 0.21% | 217 |
|