TWM
Torch Wealth Management’s Occidental Petroleum OXY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $1.1M | Sell |
26,662
-2,000
| -7% | -$82.4K | 0.61% | 56 |
|
2019
Q3 | $1.28M | Sell |
28,662
-200
| -0.7% | -$8.9K | 0.76% | 47 |
|
2019
Q2 | $1.45M | Sell |
28,862
-3,550
| -11% | -$178K | 0.87% | 44 |
|
2019
Q1 | $2.15M | Buy |
32,412
+495
| +2% | +$32.8K | 1.33% | 26 |
|
2018
Q4 | $1.96M | Sell |
31,917
-600
| -2% | -$36.8K | 1.4% | 26 |
|
2018
Q3 | $2.67M | Sell |
32,517
-150
| -0.5% | -$12.3K | 1.6% | 16 |
|
2018
Q2 | $2.73M | Buy |
32,667
+150
| +0.5% | +$12.6K | 1.72% | 15 |
|
2018
Q1 | $2.11M | Sell |
32,517
-1,925
| -6% | -$125K | 1.37% | 24 |
|
2017
Q4 | $2.54M | Buy |
34,442
+50
| +0.1% | +$3.68K | 1.55% | 17 |
|
2017
Q3 | $2.21M | Sell |
34,392
-250
| -0.7% | -$16.1K | 1.45% | 21 |
|
2017
Q2 | $2.07M | Sell |
34,642
-3,907
| -10% | -$234K | 1.43% | 24 |
|
2017
Q1 | $2.44M | Buy |
38,549
+1,400
| +4% | +$88.7K | 1.63% | 17 |
|
2016
Q4 | $2.65M | Sell |
37,149
-2,200
| -6% | -$157K | 1.87% | 13 |
|
2016
Q3 | $2.87M | Sell |
39,349
-550
| -1% | -$40.1K | 2.09% | 9 |
|
2016
Q2 | $3.02M | Buy |
39,899
+1,100
| +3% | +$83.1K | 2.2% | 8 |
|
2016
Q1 | $2.66M | Buy |
38,799
+350
| +0.9% | +$24K | 2% | 10 |
|
2015
Q4 | $2.6M | Sell |
38,449
-50
| -0.1% | -$3.38K | 1.9% | 13 |
|
2015
Q3 | $2.55M | Sell |
38,499
-50
| -0.1% | -$3.31K | 1.96% | 12 |
|
2015
Q2 | $3M | Buy |
38,549
+2,592
| +7% | +$202K | 2.08% | 8 |
|
2015
Q1 | $2.63M | Buy |
35,957
+650
| +2% | +$47.5K | 2.03% | 10 |
|
2014
Q4 | $2.85M | Buy |
35,307
+2,250
| +7% | +$181K | 2.18% | 7 |
|
2014
Q3 | $3.18M | Sell |
33,057
-1,100
| -3% | -$106K | 2.33% | 6 |
|
2014
Q2 | $3.51M | Buy |
34,157
+500
| +1% | +$51.3K | 2.38% | 6 |
|
2014
Q1 | $3.21M | Buy |
33,657
+750
| +2% | +$71.5K | 2.32% | 7 |
|
2013
Q4 | $3.13M | Buy |
+32,907
| New | +$3.13M | 2.39% | 8 |
|