BDO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $23.3K | Hold |
396
| – | – | ﹤0.01% | 555 |
|
|
2023
Q1 | $24.7K | Sell |
396
-46
| -10% | -$2.87K | ﹤0.01% | 548 |
|
|
2022
Q4 | $27.8K | Hold |
442
| – | – | ﹤0.01% | 512 |
|
|
2022
Q3 | $27K | Hold |
442
| – | – | ﹤0.01% | 512 |
|
|
2022
Q2 | $26K | Sell |
442
-100
| -18% | -$5.88K | ﹤0.01% | 513 |
|
|
2022
Q1 | $31K | Buy |
542
+325
| +150% | +$18.6K | ﹤0.01% | 518 |
|
|
2021
Q4 | $6K | Buy |
217
+92
| +74% | +$2.54K | ﹤0.01% | 806 |
|
|
2021
Q3 | $4K | Sell |
125
-246
| -66% | -$7.87K | ﹤0.01% | 879 |
|
|
2021
Q2 | $12K | Hold |
371
| – | – | ﹤0.01% | 726 |
|
|
2021
Q1 | $10K | Sell |
371
-52
| -12% | -$1.4K | ﹤0.01% | 733 |
|
|
2020
Q4 | $7K | Sell |
423
-82
| -16% | -$1.36K | ﹤0.01% | 596 |
|
|
2020
Q3 | $5K | Hold |
505
| – | – | ﹤0.01% | 561 |
|
|
2020
Q2 | $9K | Buy |
505
+25
| +5% | +$446 | ﹤0.01% | 515 |
|
|
2020
Q1 | $6K | Buy |
+480
| New | +$6K | ﹤0.01% | 591 |
|
|
2019
Q4 | – | Sell |
-15,000
| Closed | -$667K | – | 622 |
|
|
2019
Q3 | $667K | Hold |
15,000
| – | – | 0.17% | 100 |
|
|
2019
Q2 | $754K | Buy |
+15,000
| New | +$754K | 0.21% | 91 |
|
|
2018
Q1 | – | Sell |
-308
| Closed | -$23K | – | 598 |
|
|
2017
Q4 | $23K | Buy |
308
+12
| +4% | +$896 | 0.01% | 267 |
|
|
2017
Q3 | $19K | Buy |
296
+7
| +2% | +$449 | 0.01% | 262 |
|
|
2017
Q2 | $17K | Buy |
+289
| New | +$17K | 0.01% | 320 |
|