Avaii 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
Q2 | – | Sell |
-4,945
| Closed | -$321K | – | 150 |
|
|
2024
Q1 | $321K | Sell |
4,945
-6,138
| -55% | -$399K | 0.19% | 101 |
|
|
2023
Q4 | $662K | Buy |
11,083
+1,765
| +19% | +$105K | 0.43% | 52 |
|
|
2023
Q3 | $605K | Buy |
+9,318
| New | +$605K | 0.46% | 48 |
|
|
2023
Q2 | – | Sell |
-3,958
| Closed | -$247K | – | 146 |
|
|
2023
Q1 | $247K | Buy |
3,958
+177
| +5% | +$11.1K | 0.22% | 111 |
|
|
2022
Q4 | $238K | Sell |
3,781
-3,462
| -48% | -$218K | 0.21% | 108 |
|
|
2022
Q3 | $445K | Sell |
7,243
-17
| -0.2% | -$1.04K | 0.46% | 47 |
|
|
2022
Q2 | $427K | Buy |
+7,260
| New | +$427K | 0.46% | 37 |
|