Legacy 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 | – | Sell |
-600
| Closed | -$30K | – | 268 |
|
|
2019
Q2 | $30K | Sell |
600
-162
| -21% | -$8.1K | 0.02% | 235 |
|
|
2019
Q1 | $50K | Buy |
+762
| New | +$50K | 0.02% | 215 |
|
|
2018
Q4 | – | Sell |
-18,707
| Closed | -$1.55M | – | 314 |
|
|
2018
Q3 | $1.55M | Buy |
18,707
+18,457
| +7,383% | +$1.53M | 0.76% | 42 |
|
|
2018
Q2 | $21K | Hold |
250
| – | – | 0.02% | 251 |
|
|
2018
Q1 | $18K | Hold |
250
| – | – | 0.01% | 219 |
|
|
2017
Q4 | $18K | Sell |
250
-167
| -40% | -$12K | 0.02% | 199 |
|
|
2017
Q3 | $26K | Buy |
417
+167
| +67% | +$10.4K | 0.03% | 146 |
|
|
2017
Q2 | $15K | Hold |
250
| – | – | 0.02% | 144 |
|
|
2017
Q1 | $16K | Sell |
250
-403
| -62% | -$25.8K | 0.02% | 136 |
|
|
2016
Q4 | $47K | Buy |
+653
| New | +$47K | 0.06% | 97 |
|