Pictet North America Advisors’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-3,500
| Closed | -$222K | – | 137 |
|
2017
Q1 | $222K | Buy |
+3,500
| New | +$222K | 0.04% | 124 |
|
2015
Q2 | – | Sell |
-2,755
| Closed | -$201K | – | 74 |
|
2015
Q1 | $201K | Hold |
2,755
| – | – | 0.04% | 78 |
|
2014
Q4 | $222K | Sell |
2,755
-3,330
| -55% | -$268K | 0.04% | 65 |
|
2014
Q3 | $561K | Buy |
6,085
+2,609
| +75% | +$241K | 0.13% | 31 |
|
2014
Q2 | $342K | Buy |
+3,476
| New | +$342K | 0.09% | 34 |
|