Arete Wealth Advisors’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,763
| Closed | -$237K | – | 795 |
|
|
2024
Q2 | $237K | Buy |
+3,763
| New | +$237K | 0.02% | 608 |
|
|
2024
Q1 | – | Sell |
-3,414
| Closed | -$204K | – | 628 |
|
|
2023
Q4 | $204K | Buy |
+3,414
| New | +$204K | 0.02% | 675 |
|
|
2023
Q3 | – | Sell |
-3,703
| Closed | -$218K | – | 644 |
|
|
2023
Q2 | $218K | Sell |
3,703
-891
| -19% | -$52.5K | 0.02% | 575 |
|
|
2023
Q1 | $287K | Buy |
4,594
+590
| +15% | +$36.9K | 0.02% | 483 |
|
|
2022
Q4 | $252M | Buy |
4,004
+183
| +5% | +$11.5M | 0.02% | 506 |
|
|
2022
Q3 | $235K | Sell |
3,821
-433
| -10% | -$26.6K | 0.02% | 481 |
|
|
2022
Q2 | $253K | Buy |
4,254
+2,964
| +230% | +$176K | 0.03% | 373 |
|
|
2022
Q1 | $238K | Buy |
+1,290
| New | +$238K | 0.02% | 440 |
|
|
2020
Q1 | – | Sell |
-8,477
| Closed | -$351K | – | 390 |
|
|
2019
Q4 | $351K | Buy |
+8,477
| New | +$351K | 0.06% | 277 |
|