Avantax Planning Partners’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,939
| Closed | -$349K | – | 382 |
|
|
2023
Q2 | $349K | Sell |
5,939
-773
| -12% | -$45.5K | 0.01% | 269 |
|
|
2023
Q1 | $419K | Sell |
6,712
-90
| -1% | -$5.62K | 0.02% | 249 |
|
|
2022
Q4 | $428K | Buy |
6,802
+91
| +1% | +$5.73K | 0.02% | 249 |
|
|
2022
Q3 | $412K | Buy |
6,711
+784
| +13% | +$48.1K | 0.02% | 243 |
|
|
2022
Q2 | $349K | Buy |
5,927
+111
| +2% | +$6.54K | 0.01% | 255 |
|
|
2022
Q1 | $330K | Buy |
+5,816
| New | +$330K | 0.01% | 264 |
|
|
2021
Q4 | – | Sell |
-7,315
| Closed | -$216K | – | 364 |
|
|
2021
Q3 | $216K | Sell |
7,315
-25
| -0.3% | -$738 | 0.01% | 309 |
|
|
2021
Q2 | $230K | Buy |
+7,340
| New | +$230K | 0.01% | 291 |
|
|
2019
Q2 | – | Sell |
-3,048
| Closed | -$202K | – | 303 |
|
|
2019
Q1 | $202K | Buy |
+3,048
| New | +$202K | 0.01% | 282 |
|
|
2018
Q4 | – | Sell |
-2,902
| Closed | -$238K | – | 924 |
|
|
2018
Q3 | $238K | Sell |
2,902
-31
| -1% | -$2.54K | 0.02% | 221 |
|
|
2018
Q2 | $246K | Buy |
2,933
+14
| +0.5% | +$1.17K | 0.02% | 206 |
|
|
2018
Q1 | $190K | Sell |
2,919
-208
| -7% | -$13.5K | 0.02% | 301 |
|
|
2017
Q4 | $230K | Sell |
3,127
-4,139
| -57% | -$304K | 0.02% | 276 |
|
|
2017
Q3 | $467K | Buy |
7,266
+3,414
| +89% | +$219K | 0.04% | 212 |
|
|
2017
Q2 | $231K | Sell |
3,852
-651
| -14% | -$39K | 0.02% | 306 |
|
|
2017
Q1 | $285K | Sell |
4,503
-6,530
| -59% | -$413K | 0.03% | 247 |
|
|
2016
Q4 | $786K | Buy |
+11,033
| New | +$786K | 0.08% | 116 |
|