TSWM
Triangle Securities Wealth Management’s Occidental Petroleum OXY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-2,000
| Closed | -$205K | – | 127 |
|
|
2014
Q2 | $205K | Buy |
+2,000
| New | +$205K | 0.16% | 123 |
|
|
2014
Q1 | – | Sell |
-2,100
| Closed | -$200K | – | 124 |
|
|
2013
Q4 | $200K | Buy |
+2,100
| New | +$200K | 0.16% | 121 |
|
|
2013
Q3 | – | Sell |
-1,900
| Closed | -$170K | – | 304 |
|
|
2013
Q2 | $170K | Buy |
+1,900
| New | +$170K | 0.13% | 128 |
|