Holistic Financial Partners’s Occidental Petroleum OXY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-2,818
Closed -$232K 77
2018
Q3
$232K Buy
+2,818
New +$232K 0.22% 62
2018
Q2
Sell
-2,582
Closed -$168K 270
2018
Q1
$168K Sell
2,582
-99
-4% -$6.44K 0.14% 77
2017
Q4
$197K Buy
+2,681
New +$197K 0.16% 73