1834 Investment Advisors’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-433
| Closed | -$25K | – | 373 |
|
|
2022
Q2 | $25K | Hold |
433
| – | – | ﹤0.01% | 322 |
|
|
2022
Q1 | $25K | Hold |
433
| – | – | ﹤0.01% | 298 |
|
|
2021
Q4 | $13K | Hold |
433
| – | – | ﹤0.01% | 365 |
|
|
2021
Q3 | $13K | Hold |
433
| – | – | ﹤0.01% | 377 |
|
|
2021
Q2 | $14K | Hold |
433
| – | – | ﹤0.01% | 391 |
|
|
2021
Q1 | $12K | Hold |
433
| – | – | ﹤0.01% | 370 |
|
|
2020
Q4 | $7K | Sell |
433
-202
| -32% | -$3.27K | ﹤0.01% | 396 |
|
|
2020
Q3 | $6K | Hold |
635
| – | – | ﹤0.01% | 369 |
|
|
2020
Q2 | $12K | Sell |
635
-7,073
| -92% | -$134K | ﹤0.01% | 315 |
|
|
2020
Q1 | $89K | Sell |
7,708
-18,336
| -70% | -$212K | 0.02% | 227 |
|
|
2019
Q4 | $1.07M | Sell |
26,044
-2,376
| -8% | -$97.9K | 0.16% | 91 |
|
|
2019
Q3 | $1.26M | Sell |
28,420
-81,042
| -74% | -$3.6M | 0.18% | 86 |
|
|
2019
Q2 | $5.5M | Buy |
109,462
+44,867
| +69% | +$2.26M | 0.83% | 44 |
|
|
2019
Q1 | $4.28M | Buy |
64,595
+17,187
| +36% | +$1.14M | 0.65% | 55 |
|
|
2018
Q4 | $2.91M | Sell |
47,408
-21,467
| -31% | -$1.32M | 0.49% | 63 |
|
|
2018
Q3 | $5.66M | Buy |
68,875
+67,390
| +4,538% | +$5.54M | 0.83% | 51 |
|
|
2018
Q2 | $124K | Buy |
1,485
+29
| +2% | +$2.42K | 0.02% | 209 |
|
|
2018
Q1 | $95K | Hold |
1,456
| – | – | 0.02% | 225 |
|
|
2017
Q4 | $107K | Buy |
+1,456
| New | +$107K | 0.02% | 230 |
|