Taylor Hoffman Wealth Management’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,201
| Closed | -$40K | – | 288 |
|
|
2020
Q2 | $40K | Buy |
+2,201
| New | +$40K | 0.03% | 209 |
|
|
2020
Q1 | – | Sell |
-2,851
| Closed | -$117K | – | 300 |
|
|
2019
Q4 | $117K | Sell |
2,851
-2,100
| -42% | -$86.2K | 0.08% | 150 |
|
|
2019
Q3 | $220K | Hold |
4,951
| – | – | 0.16% | 113 |
|
|
2019
Q2 | $249K | Sell |
4,951
-756
| -13% | -$38K | 0.2% | 104 |
|
|
2019
Q1 | $378K | Sell |
5,707
-740
| -11% | -$49K | 0.28% | 82 |
|
|
2018
Q4 | $396K | Sell |
6,447
-48
| -0.7% | -$2.95K | 0.35% | 66 |
|
|
2018
Q3 | $534K | Sell |
6,495
-7
| -0.1% | -$576 | 0.42% | 62 |
|
|
2018
Q2 | $544K | Sell |
6,502
-200
| -3% | -$16.7K | 0.47% | 60 |
|
|
2018
Q1 | $435K | Sell |
6,702
-647
| -9% | -$42K | 0.4% | 67 |
|
|
2017
Q4 | $541K | Buy |
+7,349
| New | +$541K | 0.52% | 53 |
|