YorkBridge Wealth Partners’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 |
-215
| Closed | -$11K | – | 510 |
|
|
2019
Q2 | $11K | Buy |
+215
| New | +$11K | ﹤0.01% | 537 |
|
|
2019
Q1 | – | Sell |
-102
| Closed | -$6K | – | 767 |
|
|
2018
Q4 | $6K | Sell |
102
-301
| -75% | -$17.7K | ﹤0.01% | 621 |
|
|
2018
Q3 | $34K | Hold |
403
| – | – | 0.02% | 402 |
|
|
2018
Q2 | $34K | Sell |
403
-70
| -15% | -$5.91K | 0.01% | 411 |
|
|
2018
Q1 | $34K | Hold |
473
| – | – | 0.02% | 412 |
|
|
2017
Q4 | $34K | Sell |
473
-802
| -63% | -$57.6K | 0.02% | 414 |
|
|
2017
Q3 | $82K | Sell |
1,275
-124
| -9% | -$7.98K | 0.04% | 316 |
|
|
2017
Q2 | $86K | Hold |
1,399
| – | – | 0.05% | 303 |
|
|
2017
Q1 | $84K | Buy |
1,399
+344
| +33% | +$20.7K | 0.04% | 303 |
|
|
2016
Q4 | $74K | Buy |
+1,055
| New | +$74K | 0.04% | 291 |
|