Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-30,689
| Closed | -$1.99M | – | 194 |
|
|
2018
Q1 | $1.99M | Sell |
30,689
-14,040
| -31% | -$912K | 0.53% | 45 |
|
|
2017
Q4 | $3.3M | Sell |
44,729
-12,856
| -22% | -$947K | 0.8% | 30 |
|
|
2017
Q3 | $3.7M | Sell |
57,585
-5,160
| -8% | -$331K | 0.88% | 31 |
|
|
2017
Q2 | $3.76M | Buy |
62,745
+5,925
| +10% | +$355K | 1.05% | 33 |
|
|
2017
Q1 | $3.6M | Sell |
56,820
-485
| -0.8% | -$30.7K | 0.88% | 36 |
|
|
2016
Q4 | $4.08M | Sell |
57,305
-1,790
| -3% | -$128K | 1.12% | 25 |
|
|
2016
Q3 | $4.31M | Sell |
59,095
-2,385
| -4% | -$174K | 0.89% | 39 |
|
|
2016
Q2 | $4.65M | Buy |
+61,480
| New | +$4.65M | 1.31% | 23 |
|