PWAG
Polaris Wealth Advisory Group’s Occidental Petroleum OXY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,494
| Closed | -$205K | – | 351 |
|
|
2018
Q3 | $205K | Buy |
+2,494
| New | +$205K | 0.01% | 154 |
|
|
2018
Q2 | – | Sell |
-2,470
| Closed | -$160K | – | 366 |
|
|
2018
Q1 | $160K | Buy |
+2,470
| New | +$160K | 0.01% | 148 |
|
|
2015
Q4 | – | Sell |
-3,105
| Closed | -$205K | – | 143 |
|
|
2015
Q3 | $205K | Buy |
+3,105
| New | +$205K | 0.04% | 67 |
|
|
2013
Q3 | – | Sell |
-604
| Closed | -$53.9K | – | 157 |
|
|
2013
Q2 | $53.9K | Buy |
+604
| New | +$53.9K | 0.02% | 80 |
|