Walter & Keenan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,543
| Closed | -$230K | – | 181 |
|
|
2018
Q1 | $230K | Hold |
3,543
| – | – | 0.1% | 155 |
|
|
2017
Q4 | $261K | Buy |
3,543
+223
| +7% | +$16.4K | 0.11% | 144 |
|
|
2017
Q3 | $213K | Buy |
+3,320
| New | +$213K | 0.1% | 155 |
|
|
2014
Q4 | – | Sell |
-2,447
| Closed | -$225K | – | 143 |
|
|
2014
Q3 | $225K | Hold |
2,447
| – | – | 0.13% | 133 |
|
|
2014
Q2 | $241K | Hold |
2,447
| – | – | 0.13% | 131 |
|
|
2014
Q1 | $223K | Buy |
+2,447
| New | +$223K | 0.12% | 125 |
|