Wealthspire Advisors (Maryland)’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $125K | Buy |
+12,513
| New | +$125K | ﹤0.01% | 461 |
|
|
2019
Q4 | – | Sell |
-5,320
| Closed | -$237K | – | 510 |
|
|
2019
Q3 | $237K | Buy |
+5,320
| New | +$237K | 0.02% | 398 |
|
|
2019
Q2 | – | Sell |
-3,911
| Closed | -$259K | – | 1567 |
|
|
2019
Q1 | $259K | Sell |
3,911
-109
| -3% | -$7.22K | 0.02% | 391 |
|
|
2018
Q4 | $247K | Sell |
4,020
-525
| -12% | -$32.3K | 0.02% | 364 |
|
|
2018
Q3 | $373K | Sell |
4,545
-910
| -17% | -$74.7K | 0.03% | 304 |
|
|
2018
Q2 | $456K | Sell |
5,455
-176
| -3% | -$14.7K | 0.04% | 256 |
|
|
2018
Q1 | $366K | Sell |
5,631
-586
| -9% | -$38.1K | 0.03% | 312 |
|
|
2017
Q4 | $458K | Buy |
6,217
+1,935
| +45% | +$143K | 0.04% | 274 |
|
|
2017
Q3 | $275K | Sell |
4,282
-173
| -4% | -$11.1K | 0.03% | 384 |
|
|
2017
Q2 | $267K | Buy |
4,455
+320
| +8% | +$19.2K | 0.03% | 367 |
|
|
2017
Q1 | $262K | Sell |
4,135
-2,902
| -41% | -$184K | 0.04% | 318 |
|
|
2016
Q4 | $501K | Buy |
7,037
+140
| +2% | +$9.97K | 0.07% | 178 |
|
|
2016
Q3 | $503K | Buy |
6,897
+1,077
| +19% | +$78.5K | 0.08% | 175 |
|
|
2016
Q2 | $440K | Sell |
5,820
-135
| -2% | -$10.2K | 0.07% | 183 |
|
|
2016
Q1 | $408K | Sell |
5,955
-94
| -2% | -$6.44K | 0.07% | 187 |
|
|
2015
Q4 | $408K | Buy |
+6,049
| New | +$408K | 0.08% | 191 |
|