Ameliora Wealth Management’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,482
| Closed | -$437K | – | 244 |
|
|
2024
Q3 | $437K | Buy |
8,482
+450
| +6% | +$23.2K | 0.18% | 58 |
|
|
2024
Q2 | $506K | Buy |
8,032
+815
| +11% | +$51.4K | 0.23% | 57 |
|
|
2024
Q1 | $469K | Hold |
7,217
| – | – | 0.21% | 61 |
|
|
2023
Q4 | $431K | Buy |
7,217
+6,980
| +2,945% | +$417K | 0.21% | 61 |
|
|
2023
Q3 | $15.4K | Buy |
+237
| New | +$15.4K | 0.01% | 171 |
|