WFG Advisors’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $7K | Sell |
125
-126
| -50% | -$7.06K | ﹤0.01% | 1221 |
|
|
2017
Q1 | $16K | Sell |
251
-706
| -74% | -$45K | ﹤0.01% | 944 |
|
|
2016
Q4 | $68K | Sell |
957
-97
| -9% | -$6.89K | 0.02% | 646 |
|
|
2016
Q3 | $77K | Buy |
1,054
+1
| +0.1% | +$73 | 0.02% | 600 |
|
|
2016
Q2 | $80K | Buy |
1,053
+117
| +13% | +$8.89K | 0.02% | 560 |
|
|
2016
Q1 | $64K | Buy |
936
+81
| +9% | +$5.54K | 0.02% | 595 |
|
|
2015
Q4 | $58K | Sell |
855
-260
| -23% | -$17.6K | 0.02% | 630 |
|
|
2015
Q3 | $74K | Sell |
1,115
-224
| -17% | -$14.9K | 0.02% | 532 |
|
|
2015
Q2 | $104K | Sell |
1,339
-191
| -12% | -$14.8K | 0.03% | 518 |
|
|
2015
Q1 | $112K | Sell |
1,530
-4,249
| -74% | -$311K | 0.03% | 502 |
|
|
2014
Q4 | $465K | Buy |
5,779
+912
| +19% | +$73.4K | 0.09% | 234 |
|
|
2014
Q3 | $448K | Buy |
4,867
+432
| +10% | +$39.8K | 0.09% | 274 |
|
|
2014
Q2 | $436K | Buy |
4,435
+430
| +11% | +$42.3K | 0.08% | 282 |
|
|
2014
Q1 | $366K | Sell |
4,005
-684
| -15% | -$62.5K | 0.07% | 304 |
|
|
2013
Q4 | $427K | Buy |
4,689
+1,328
| +40% | +$121K | 0.06% | 337 |
|
|
2013
Q3 | $301K | Buy |
3,361
+1,706
| +103% | +$153K | 0.05% | 390 |
|
|
2013
Q2 | $142K | Buy |
+1,655
| New | +$142K | 0.02% | 558 |
|