Transform Wealth’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,924
| Closed | -$240K | – | 196 |
|
|
2018
Q3 | $240K | Sell |
2,924
-51
| -2% | -$4.19K | 0.04% | 176 |
|
|
2018
Q2 | $249K | Buy |
+2,975
| New | +$249K | 0.05% | 193 |
|
|
2018
Q1 | – | Sell |
-3,025
| Closed | -$223K | – | 252 |
|
|
2017
Q4 | $223K | Sell |
3,025
-8,690
| -74% | -$641K | 0.04% | 232 |
|
|
2017
Q3 | $752K | Buy |
+11,715
| New | +$752K | 0.26% | 122 |
|
|
2017
Q2 | – | Sell |
-18,955
| Closed | -$1.2M | – | 131 |
|
|
2017
Q1 | $1.2M | Buy |
18,955
+5,202
| +38% | +$330K | 0.45% | 73 |
|
|
2016
Q4 | $980K | Buy |
13,753
+1,470
| +12% | +$105K | 0.39% | 89 |
|
|
2016
Q3 | $896K | Buy |
12,283
+320
| +3% | +$23.3K | 0.38% | 86 |
|
|
2016
Q2 | $904K | Buy |
+11,963
| New | +$904K | 0.38% | 93 |
|