National Penn Investors Trust’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-3,098
| Closed | -$249K | – | 232 |
|
|
2014
Q4 | $249K | Sell |
3,098
-108
| -3% | -$8.68K | 0.03% | 165 |
|
|
2014
Q3 | $296K | Sell |
3,206
-381
| -11% | -$35.2K | 0.03% | 150 |
|
|
2014
Q2 | $353K | Buy |
3,587
+353
| +11% | +$34.7K | 0.04% | 147 |
|
|
2014
Q1 | $296K | Sell |
3,234
-127
| -4% | -$11.6K | 0.04% | 155 |
|
|
2013
Q4 | $307K | Buy |
3,361
+191
| +6% | +$17.4K | 0.03% | 182 |
|
|
2013
Q3 | $284K | Sell |
3,170
-128
| -4% | -$11.5K | 0.03% | 179 |
|
|
2013
Q2 | $282K | Buy |
+3,298
| New | +$282K | 0.04% | 178 |
|