Strategic Investment Advisors’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,860
| Closed | -$200K | – | 158 |
|
|
2019
Q4 | $200K | Buy |
4,860
+187
| +4% | +$7.7K | 0.08% | 161 |
|
|
2019
Q3 | $208K | Buy |
4,673
+274
| +6% | +$12.2K | 0.1% | 157 |
|
|
2019
Q2 | $221K | Buy |
4,399
+390
| +10% | +$19.6K | 0.12% | 136 |
|
|
2019
Q1 | $265K | Buy |
4,009
+264
| +7% | +$17.5K | 0.18% | 98 |
|
|
2018
Q4 | $230K | Buy |
+3,745
| New | +$230K | 0.21% | 98 |
|