Windsor Wealth Management’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,055
| Closed | -$202K | – | 177 |
|
|
2019
Q1 | $202K | Buy |
+3,055
| New | +$202K | 0.11% | 150 |
|
|
2018
Q4 | – | Sell |
-3,055
| Closed | -$251K | – | 138 |
|
|
2018
Q3 | $251K | Sell |
3,055
-368
| -11% | -$30.2K | 0.16% | 114 |
|
|
2018
Q2 | $286K | Buy |
3,423
+49
| +1% | +$4.09K | 0.22% | 104 |
|
|
2018
Q1 | $219K | Sell |
3,374
-40
| -1% | -$2.6K | 0.19% | 114 |
|
|
2017
Q4 | $251K | Buy |
+3,414
| New | +$251K | 0.22% | 103 |
|