Signature Wealth Management Group’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-56,999
| Closed | -$2.81M | – | 79 |
|
|
2019
Q2 | $2.81M | Buy |
56,999
+14,058
| +33% | +$693K | 1.88% | 28 |
|
|
2019
Q1 | $2.84M | Buy |
42,941
+798
| +2% | +$52.8K | 1.99% | 27 |
|
|
2018
Q4 | $2.59M | Sell |
42,143
-1,143
| -3% | -$70.2K | 2.01% | 25 |
|
|
2018
Q3 | $2.88M | Buy |
43,286
+308
| +0.7% | +$20.5K | 2.13% | 21 |
|
|
2018
Q2 | $3.6M | Buy |
42,978
+870
| +2% | +$72.8K | 2.66% | 8 |
|
|
2018
Q1 | $2.74M | Buy |
42,108
+41,955
| +27,422% | +$2.73M | 2.11% | 25 |
|
|
2017
Q4 | $11K | Buy |
+153
| New | +$11K | 0.01% | 180 |
|