MinichMacGregor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-34,392
| Closed | -$2.21M | – | 102 |
|
|
2018
Q4 | $2.21M | Buy |
+34,392
| New | +$2.21M | 1.51% | 21 |
|
|
2017
Q1 | – | Sell |
-27
| Closed | -$1K | – | 495 |
|
|
2016
Q4 | $1K | Sell |
27
-11
| -29% | -$407 | ﹤0.01% | 431 |
|
|
2016
Q3 | $2K | Buy |
38
+3
| +9% | +$158 | ﹤0.01% | 382 |
|
|
2016
Q2 | $2K | Buy |
35
+8
| +30% | +$457 | ﹤0.01% | 368 |
|
|
2016
Q1 | $1K | Buy |
27
+9
| +50% | +$333 | ﹤0.01% | 396 |
|
|
2015
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 357 |
|