WP
WealthSource Partners’s Occidental Petroleum OXY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,153
| Closed | -$209K | – | 457 |
|
|
2019
Q2 | $209K | Buy |
4,153
+267
| +7% | +$13.4K | 0.03% | 414 |
|
|
2019
Q1 | $257K | Buy |
3,886
+296
| +8% | +$19.6K | 0.06% | 282 |
|
|
2018
Q4 | $220K | Buy |
3,590
+539
| +18% | +$33K | 0.06% | 261 |
|
|
2018
Q3 | $251K | Sell |
3,051
-180
| -6% | -$14.8K | 0.07% | 247 |
|
|
2018
Q2 | $270K | Sell |
3,231
-628
| -16% | -$52.5K | 0.08% | 226 |
|
|
2018
Q1 | $251K | Sell |
3,859
-67
| -2% | -$4.36K | 0.08% | 235 |
|
|
2017
Q4 | $289K | Buy |
3,926
+692
| +21% | +$50.9K | 0.09% | 205 |
|
|
2017
Q3 | $208K | Buy |
+3,234
| New | +$208K | 0.07% | 270 |
|