Guidant 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
Q3 | $48K | Hold |
1,077
| – | – | 0.02% | 174 |
|
|
2019
Q2 | $54K | Hold |
1,077
| – | – | 0.02% | 172 |
|
|
2019
Q1 | $71K | Buy |
1,077
+1
| +0.1% | +$66 | 0.03% | 161 |
|
|
2018
Q4 | $66K | Hold |
1,076
| – | – | 0.03% | 114 |
|
|
2018
Q3 | $89K | Hold |
1,076
| – | – | 0.04% | 64 |
|
|
2018
Q2 | $88K | Hold |
1,076
| – | – | 0.04% | 64 |
|
|
2018
Q1 | $69K | Hold |
1,076
| – | – | 0.03% | 66 |
|
|
2017
Q4 | $80K | Hold |
1,076
| – | – | 0.04% | 63 |
|
|
2017
Q3 | $68K | Sell |
1,076
-289
| -21% | -$18.3K | 0.05% | 63 |
|
|
2017
Q2 | $80K | Buy |
1,365
+289
| +27% | +$16.9K | 0.04% | 93 |
|
|
2017
Q1 | $68K | Buy |
1,076
+2
| +0.2% | +$126 | 0.04% | 99 |
|
|
2016
Q4 | $75K | Sell |
1,074
-2
| -0.2% | -$140 | 0.04% | 89 |
|
|
2016
Q3 | $78K | Buy |
+1,076
| New | +$78K | 0.05% | 84 |
|