Mosaic Family Wealth’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-192
| Closed | -$13K | – | 474 |
|
|
2019
Q1 | $13K | Sell |
192
-79
| -29% | -$5.35K | 0.01% | 474 |
|
|
2018
Q4 | $17K | Hold |
271
| – | – | 0.01% | 438 |
|
|
2018
Q3 | $19K | Sell |
271
-45
| -14% | -$3.16K | 0.01% | 442 |
|
|
2018
Q2 | $26K | Buy |
316
+125
| +65% | +$10.3K | 0.01% | 427 |
|
|
2018
Q1 | $12K | Hold |
191
| – | – | ﹤0.01% | 507 |
|
|
2017
Q4 | $14K | Buy |
+191
| New | +$14K | 0.01% | 491 |
|
|
2017
Q2 | – | Sell |
-1,887
| Closed | -$120K | – | 724 |
|
|
2017
Q1 | $120K | Buy |
1,887
+72
| +4% | +$4.58K | 0.05% | 239 |
|
|
2016
Q4 | $129K | Hold |
1,815
| – | – | 0.06% | 229 |
|
|
2016
Q3 | $132K | Buy |
1,815
+75
| +4% | +$5.46K | 0.06% | 216 |
|
|
2016
Q2 | $132K | Buy |
1,740
+343
| +25% | +$26K | 0.06% | 199 |
|
|
2016
Q1 | $95K | Buy |
1,397
+443
| +46% | +$30.1K | 0.05% | 250 |
|
|
2015
Q4 | $64K | Buy |
+954
| New | +$64K | 0.03% | 273 |
|