Whittier Trust’s Oxford Industries OXM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-3,775
| Closed | -$208K | – | 1234 |
|
2014
Q4 | $208K | Hold |
3,775
| – | – | 0.01% | 436 |
|
2014
Q3 | $230K | Hold |
3,775
| – | – | 0.01% | 414 |
|
2014
Q2 | $252K | Hold |
3,775
| – | – | 0.01% | 404 |
|
2014
Q1 | $295K | Hold |
3,775
| – | – | 0.02% | 382 |
|
2013
Q4 | $305K | Sell |
3,775
-2,250
| -37% | -$182K | 0.02% | 381 |
|
2013
Q3 | $410K | Hold |
6,025
| – | – | 0.02% | 352 |
|
2013
Q2 | $376K | Buy |
+6,025
| New | +$376K | 0.02% | 352 |
|