GW Henssler & Associates’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-2,860
| Closed | -$222K | – | 170 |
|
|
2015
Q2 | $222K | Sell |
2,860
-52,788
| -95% | -$4.1M | 0.02% | 148 |
|
|
2015
Q1 | $4.06M | Sell |
55,648
-29,098
| -34% | -$2.12M | 0.47% | 56 |
|
|
2014
Q4 | $6.82M | Sell |
84,746
-11,642
| -12% | -$937K | 0.76% | 44 |
|
|
2014
Q3 | $8.88M | Buy |
96,388
+2,049
| +2% | +$189K | 1.08% | 38 |
|
|
2014
Q2 | $9.28M | Sell |
94,339
-1,733
| -2% | -$170K | 1.12% | 39 |
|
|
2014
Q1 | $8.77M | Buy |
96,072
+12,400
| +15% | +$1.13M | 1.03% | 39 |
|
|
2013
Q4 | $7.62M | Buy |
83,672
+3,155
| +4% | +$287K | 0.89% | 39 |
|
|
2013
Q3 | $7.22M | Buy |
80,517
+4,240
| +6% | +$380K | 0.93% | 39 |
|
|
2013
Q2 | $6.52M | Buy |
+76,277
| New | +$6.52M | 0.9% | 39 |
|