Winslow Evans & Crocker’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $44K | Sell |
2,522
-379
| -13% | -$6.61K | 0.01% | 628 |
|
|
2020
Q3 | $29K | Sell |
2,901
-44
| -1% | -$440 | 0.01% | 556 |
|
|
2020
Q2 | $54K | Sell |
2,945
-2,249
| -43% | -$41.2K | 0.01% | 451 |
|
|
2020
Q1 | $62K | Hold |
5,194
| – | – | 0.02% | 400 |
|
|
2019
Q4 | $216K | Sell |
5,194
-1,236
| -19% | -$51.4K | 0.06% | 280 |
|
|
2019
Q3 | $288K | Buy |
6,430
+2,322
| +57% | +$104K | 0.08% | 243 |
|
|
2019
Q2 | $208K | Buy |
4,108
+816
| +25% | +$41.3K | 0.06% | 284 |
|
|
2019
Q1 | $220K | Buy |
3,292
+806
| +32% | +$53.9K | 0.06% | 277 |
|
|
2018
Q4 | $154K | Hold |
2,486
| – | – | 0.05% | 291 |
|
|
2018
Q3 | $206K | Sell |
2,486
-7,324
| -75% | -$607K | 0.06% | 260 |
|
|
2018
Q2 | $822K | Buy |
9,810
+8,324
| +560% | +$697K | 0.26% | 93 |
|
|
2018
Q1 | $96.5K | Hold |
1,486
| – | – | 0.03% | 360 |
|
|
2017
Q4 | $109K | Hold |
1,486
| – | – | 0.04% | 351 |
|
|
2017
Q3 | $95.4K | Sell |
1,486
-74
| -5% | -$4.75K | 0.03% | 370 |
|
|
2017
Q2 | $93.4K | Buy |
1,560
+80
| +5% | +$4.79K | 0.03% | 445 |
|
|
2017
Q1 | $93.8K | Hold |
1,480
| – | – | 0.03% | 425 |
|
|
2016
Q4 | $105K | Hold |
1,480
| – | – | 0.03% | 398 |
|
|
2016
Q3 | $108K | Hold |
1,480
| – | – | 0.03% | 393 |
|
|
2016
Q2 | $112K | Hold |
1,480
| – | – | 0.03% | 359 |
|
|
2016
Q1 | $101K | Sell |
1,480
-181
| -11% | -$12.4K | 0.03% | 363 |
|
|
2015
Q4 | $112K | Sell |
1,661
-100
| -6% | -$6.75K | 0.03% | 375 |
|
|
2015
Q3 | $116K | Sell |
1,761
-30
| -2% | -$1.98K | 0.04% | 363 |
|
|
2015
Q2 | $139K | Buy |
1,791
+178
| +11% | +$13.8K | 0.04% | 366 |
|
|
2015
Q1 | $118K | Hold |
1,613
| – | – | 0.03% | 399 |
|
|
2014
Q4 | $130K | Sell |
1,613
-278
| -15% | -$22.4K | 0.04% | 364 |
|
|
2014
Q3 | $174K | Buy |
1,891
+211
| +13% | +$19.4K | 0.05% | 323 |
|
|
2014
Q2 | $165K | Sell |
1,680
-38
| -2% | -$3.74K | 0.05% | 286 |
|
|
2014
Q1 | $157K | Hold |
1,718
| – | – | 0.05% | 293 |
|
|
2013
Q4 | $156K | Buy |
+1,718
| New | +$156K | 0.05% | 307 |
|