Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $300 | Hold |
5
| – | – | ﹤0.01% | 1241 |
|
|
2023
Q3 | $325 | Buy |
5
+3
| +150% | +$195 | ﹤0.01% | 965 |
|
|
2023
Q2 | $118 | Sell |
2
-3
| -60% | -$177 | ﹤0.01% | 1023 |
|
|
2023
Q1 | $372 | Buy |
+5
| New | +$372 | ﹤0.01% | 982 |
|
|
2022
Q2 | – | Sell |
-600
| Closed | -$34K | – | 992 |
|
|
2022
Q1 | $34K | Buy |
600
+500
| +500% | +$28.3K | ﹤0.01% | 378 |
|
|
2021
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 720 |
|
|
2020
Q4 | – | Sell |
-72
| Closed | -$1K | – | 740 |
|
|
2020
Q3 | $1K | Buy |
+72
| New | +$1K | ﹤0.01% | 604 |
|
|
2020
Q2 | – | Sell |
-350
| Closed | -$4K | – | 719 |
|
|
2020
Q1 | $4K | Buy |
350
+6
| +2% | +$69 | ﹤0.01% | 453 |
|
|
2019
Q4 | $14K | Buy |
344
+6
| +2% | +$244 | ﹤0.01% | 371 |
|
|
2019
Q3 | $15K | Buy |
+338
| New | +$15K | ﹤0.01% | 323 |
|
|
2018
Q1 | – | Sell |
-76
| Closed | -$6K | – | 707 |
|
|
2017
Q4 | $6K | Hold |
76
| – | – | ﹤0.01% | 417 |
|
|
2017
Q3 | $5K | Sell |
76
-351
| -82% | -$23.1K | ﹤0.01% | 415 |
|
|
2017
Q2 | $26K | Buy |
427
+302
| +242% | +$18.4K | ﹤0.01% | 244 |
|
|
2017
Q1 | $8K | Buy |
125
+14
| +13% | +$896 | ﹤0.01% | 352 |
|
|
2016
Q4 | $8K | Buy |
+111
| New | +$8K | ﹤0.01% | 325 |
|
|
2015
Q1 | – | Sell |
-2,572
| Closed | -$207K | – | 52 |
|
|
2014
Q4 | $207K | Sell |
2,572
-107
| -4% | -$8.61K | 0.07% | 49 |
|
|
2014
Q3 | $247K | Sell |
2,679
-8
| -0.3% | -$738 | 0.08% | 43 |
|
|
2014
Q2 | $264K | Buy |
+2,687
| New | +$264K | 0.09% | 41 |
|
|
2013
Q3 | – | Sell |
-1,566
| Closed | -$134K | – | 170 |
|
|
2013
Q2 | $134K | Buy |
+1,566
| New | +$134K | 0.07% | 47 |
|