Mariner Wealth Advisors (Cincinnati)’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $899K | Sell |
10,944
-41
| -0.4% | -$3.37K | 0.05% | 147 |
|
|
2018
Q2 | $919K | Sell |
10,985
-247
| -2% | -$20.7K | 0.05% | 137 |
|
|
2018
Q1 | $730K | Buy |
+11,232
| New | +$730K | 0.04% | 150 |
|
|
2017
Q4 | – | Sell |
-3,121
| Closed | -$200K | – | 284 |
|
|
2017
Q3 | $200K | Sell |
3,121
-323
| -9% | -$20.7K | 0.01% | 268 |
|
|
2017
Q2 | $206K | Sell |
3,444
-2,610
| -43% | -$156K | 0.01% | 246 |
|
|
2017
Q1 | $384K | Sell |
6,054
-1,317
| -18% | -$83.5K | 0.03% | 195 |
|
|
2016
Q4 | $525K | Sell |
7,371
-5,276
| -42% | -$376K | 0.04% | 154 |
|
|
2016
Q3 | $922K | Sell |
12,647
-785
| -6% | -$57.2K | 0.08% | 121 |
|
|
2016
Q2 | $1.02M | Buy |
13,432
+2,905
| +28% | +$220K | 0.09% | 119 |
|
|
2016
Q1 | $720K | Sell |
10,527
-2,065
| -16% | -$141K | 0.07% | 125 |
|
|
2015
Q4 | $850K | Buy |
+12,592
| New | +$850K | 0.08% | 117 |
|
|
2015
Q1 | $429K | Buy |
5,890
+133
| +2% | +$9.69K | 0.06% | 119 |
|
|
2014
Q4 | $463K | Sell |
5,757
-71
| -1% | -$5.71K | 0.07% | 113 |
|
|
2014
Q3 | $537K | Buy |
5,828
+866
| +17% | +$79.8K | 0.09% | 101 |
|
|
2014
Q2 | $488K | Sell |
4,962
-591
| -11% | -$58.1K | 0.08% | 101 |
|
|
2014
Q1 | $507K | Sell |
5,553
-3,124
| -36% | -$285K | 0.08% | 90 |
|
|
2013
Q4 | $791K | Sell |
8,677
-96,386
| -92% | -$8.79M | 0.13% | 76 |
|
|
2013
Q3 | $9.42M | Buy |
105,063
+4,946
| +5% | +$443K | 1.75% | 33 |
|
|
2013
Q2 | $8.56M | Buy |
+100,117
| New | +$8.56M | 1.7% | 33 |
|