Wunderlich Capital Managemnt’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-14,623
| Closed | -$735K | – | 88 |
|
|
2019
Q2 | $735K | Buy |
14,623
+8,211
| +128% | +$413K | 0.49% | 72 |
|
|
2019
Q1 | $424K | Sell |
6,412
-11,048
| -63% | -$731K | 0.3% | 76 |
|
|
2018
Q4 | $1.07M | Sell |
17,460
-1,397
| -7% | -$85.8K | 0.82% | 69 |
|
|
2018
Q3 | $1.55M | Sell |
18,857
-778
| -4% | -$63.9K | 1.1% | 50 |
|
|
2018
Q2 | $1.64M | Buy |
+19,635
| New | +$1.64M | 1.14% | 47 |
|