Patriot 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-52,791
| Closed | -$3.16M | – | 85 |
|
|
2017
Q2 | $3.16M | Buy |
52,791
+1,588
| +3% | +$95.1K | 0.53% | 60 |
|
|
2017
Q1 | $3.24M | Buy |
51,203
+1,614
| +3% | +$102K | 0.52% | 58 |
|
|
2016
Q4 | $3.53M | Sell |
49,589
-85
| -0.2% | -$6.05K | 0.67% | 52 |
|
|
2016
Q3 | $3.62M | Sell |
49,674
-1,391
| -3% | -$101K | 0.7% | 56 |
|
|
2016
Q2 | $3.86M | Buy |
51,065
+966
| +2% | +$73K | 0.76% | 52 |
|
|
2016
Q1 | $3.43M | Buy |
50,099
+1,299
| +3% | +$88.9K | 0.69% | 56 |
|
|
2015
Q4 | $3.29M | Sell |
48,800
-590
| -1% | -$39.8K | 0.68% | 55 |
|
|
2015
Q3 | $3.26M | Buy |
49,390
+1,370
| +3% | +$90.5K | 0.75% | 53 |
|
|
2015
Q2 | $3.73M | Buy |
48,020
+510
| +1% | +$39.6K | 0.83% | 51 |
|
|
2015
Q1 | $3.46M | Buy |
47,510
+1,870
| +4% | +$136K | 0.77% | 50 |
|
|
2014
Q4 | $3.67M | Buy |
+45,640
| New | +$3.67M | 0.86% | 48 |
|