United Capital Management of KS’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 |
-10,672
| Closed | -$440K | – | 105 |
|
2019
Q4 | $440K | Buy |
10,672
+3,031
| +40% | +$125K | 0.28% | 79 |
|
2019
Q3 | $322K | Buy |
7,641
+2,223
| +41% | +$93.7K | 0.24% | 85 |
|
2019
Q2 | $270K | Buy |
5,418
+1,060
| +24% | +$52.8K | 0.2% | 90 |
|
2019
Q1 | $270K | Buy |
4,358
+728
| +20% | +$45.1K | 0.21% | 91 |
|
2018
Q4 | $223K | Buy |
3,630
+597
| +20% | +$36.7K | 0.21% | 97 |
|
2018
Q3 | $241K | Buy |
+3,033
| New | +$241K | 0.19% | 97 |
|