Inlet Private Wealth’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-25,364
| Closed | -$1.05M | – | 139 |
|
|
2019
Q4 | $1.05M | Buy |
25,364
+20,600
| +432% | +$849K | 0.35% | 71 |
|
|
2019
Q3 | $212K | Hold |
4,764
| – | – | 0.08% | 137 |
|
|
2019
Q2 | $246K | Sell |
4,764
-1,425
| -23% | -$73.6K | 0.09% | 130 |
|
|
2019
Q1 | $410K | Buy |
6,189
+375
| +6% | +$24.8K | 0.16% | 110 |
|
|
2018
Q4 | $357K | Buy |
+5,814
| New | +$357K | 0.19% | 92 |
|