Peloton Wealth Strategists’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-31,700
| Closed | -$2.34M | – | 64 |
|
|
2017
Q4 | $2.34M | Sell |
31,700
-950
| -3% | -$70K | 1.74% | 28 |
|
|
2017
Q3 | $2.1M | Buy |
32,650
+10,750
| +49% | +$690K | 1.62% | 29 |
|
|
2017
Q2 | $1.31M | Sell |
21,900
-300
| -1% | -$18K | 1.02% | 41 |
|
|
2017
Q1 | $1.41M | Sell |
22,200
-7,300
| -25% | -$463K | 1.16% | 34 |
|
|
2016
Q4 | $2.1M | Sell |
29,500
-1,100
| -4% | -$78.3K | 1.72% | 21 |
|
|
2016
Q3 | $2.23M | Buy |
+30,600
| New | +$2.23M | 1.85% | 19 |
|
|
2016
Q1 | $2.09M | Sell |
30,550
-453
| -1% | -$31K | 1.77% | 25 |
|
|
2015
Q4 | $2.09M | Sell |
31,003
-4,908
| -14% | -$331K | 1.81% | 20 |
|
|
2015
Q3 | $2.37M | Buy |
35,911
+2,254
| +7% | +$149K | 2.07% | 14 |
|
|
2015
Q2 | $2.61M | Buy |
33,657
+951
| +3% | +$73.8K | 2.08% | 12 |
|
|
2015
Q1 | $2.38M | Buy |
32,706
+5,239
| +19% | +$382K | 1.85% | 19 |
|
|
2014
Q4 | $2.21M | Sell |
27,467
-1,675
| -6% | -$135K | 1.68% | 24 |
|
|
2014
Q3 | $2.69M | Sell |
29,142
-3,528
| -11% | -$325K | 2.12% | 14 |
|
|
2014
Q2 | $2.37M | Buy |
+32,670
| New | +$2.37M | 2.08% | 18 |
|