Partnervest Advisory Services’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,812
| Closed | -$228K | – | 196 |
|
|
2017
Q2 | $228K | Buy |
3,812
+511
| +15% | +$30.6K | 0.1% | 173 |
|
|
2017
Q1 | $209K | Buy |
3,301
+16
| +0.5% | +$1.01K | 0.09% | 184 |
|
|
2016
Q4 | $234K | Sell |
3,285
-105
| -3% | -$7.48K | 0.11% | 176 |
|
|
2016
Q3 | $247K | Sell |
3,390
-149
| -4% | -$10.9K | 0.12% | 175 |
|
|
2016
Q2 | $267K | Buy |
3,539
+43
| +1% | +$3.24K | 0.13% | 161 |
|
|
2016
Q1 | $239K | Sell |
3,496
-45
| -1% | -$3.08K | 0.13% | 163 |
|
|
2015
Q4 | $239K | Sell |
3,541
-1,492
| -30% | -$101K | 0.13% | 136 |
|
|
2015
Q3 | $332K | Sell |
5,033
-1,932
| -28% | -$127K | 0.19% | 107 |
|
|
2015
Q2 | $541K | Sell |
6,965
-81
| -1% | -$6.29K | 0.27% | 68 |
|
|
2015
Q1 | $513K | Sell |
7,046
-1,766
| -20% | -$129K | 0.27% | 67 |
|
|
2014
Q4 | $709K | Sell |
8,812
-230
| -3% | -$18.5K | 0.34% | 53 |
|
|
2014
Q3 | $833K | Buy |
9,042
+2,662
| +42% | +$245K | 0.43% | 43 |
|
|
2014
Q2 | $627K | Buy |
6,380
+1,539
| +32% | +$151K | 0.28% | 57 |
|
|
2014
Q1 | $442K | Sell |
4,841
-1,062
| -18% | -$97K | 0.2% | 74 |
|
|
2013
Q4 | $538K | Buy |
5,903
+153
| +3% | +$13.9K | 0.25% | 61 |
|
|
2013
Q3 | $515K | Buy |
5,750
+52
| +0.9% | +$4.66K | 0.26% | 53 |
|
|
2013
Q2 | $487K | Buy |
+5,698
| New | +$487K | 0.22% | 47 |
|