Winfield Associates’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-190
| Closed | -$14K | – | 486 |
|
|
2017
Q4 | $14K | Hold |
190
| – | – | 0.01% | 377 |
|
|
2017
Q3 | $12K | Buy |
+190
| New | +$12K | 0.01% | 391 |
|
|
2016
Q4 | – | Sell |
-160
| Closed | -$12K | – | 765 |
|
|
2016
Q3 | $12K | Sell |
160
-310
| -66% | -$23.3K | 0.01% | 321 |
|
|
2016
Q2 | $36K | Sell |
470
-260
| -36% | -$19.9K | 0.02% | 198 |
|
|
2016
Q1 | $50K | Buy |
+730
| New | +$50K | 0.03% | 169 |
|