Integrated Wealth Management’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,378
| Closed | -$173K | – | 775 |
|
|
2016
Q3 | $173K | Sell |
2,378
-520
| -18% | -$37.8K | 0.06% | 249 |
|
|
2016
Q2 | $219K | Buy |
2,898
+78
| +3% | +$5.89K | 0.08% | 204 |
|
|
2016
Q1 | $193K | Buy |
2,820
+513
| +22% | +$35.1K | 0.08% | 192 |
|
|
2015
Q4 | $156K | Sell |
2,307
-666
| -22% | -$45K | 0.07% | 227 |
|
|
2015
Q3 | $196K | Buy |
2,973
+33
| +1% | +$2.18K | 0.09% | 186 |
|
|
2015
Q2 | $228K | Sell |
2,940
-58
| -2% | -$4.5K | 0.09% | 175 |
|
|
2015
Q1 | $218K | Buy |
+2,998
| New | +$218K | 0.09% | 168 |
|