Welch & Forbes’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-9,473
| Closed | -$422K | – | 353 |
|
|
2019
Q3 | $422K | Buy |
+9,473
| New | +$422K | 0.01% | 274 |
|
|
2016
Q2 | – | Sell |
-3,070
| Closed | -$210K | – | 349 |
|
|
2016
Q1 | $210K | Sell |
3,070
-2,736
| -47% | -$187K | 0.01% | 324 |
|
|
2015
Q4 | $392K | Buy |
5,806
+455
| +9% | +$30.7K | 0.01% | 255 |
|
|
2015
Q3 | $354K | Buy |
5,351
+100
| +2% | +$6.62K | 0.01% | 272 |
|
|
2015
Q2 | $408K | Buy |
5,251
+120
| +2% | +$9.32K | 0.01% | 270 |
|
|
2015
Q1 | $374K | Buy |
+5,131
| New | +$374K | 0.01% | 269 |
|
|
2014
Q4 | – | Sell |
-2,552
| Closed | -$235K | – | 350 |
|
|
2014
Q3 | $235K | Sell |
2,552
-1,213
| -32% | -$112K | 0.01% | 323 |
|
|
2014
Q2 | $371K | Buy |
3,765
+1,361
| +57% | +$134K | 0.01% | 267 |
|
|
2014
Q1 | $220K | Buy |
2,404
+110
| +5% | +$10.1K | 0.01% | 312 |
|
|
2013
Q4 | $209K | Sell |
2,294
-996
| -30% | -$90.7K | 0.01% | 309 |
|
|
2013
Q3 | $295K | Buy |
+3,290
| New | +$295K | 0.01% | 294 |
|