Berman Capital Advisors’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $99K | Sell |
3,397
-760
| -18% | -$22.1K | 0.02% | 442 |
|
|
2021
Q2 | $129K | Buy |
4,157
+631
| +18% | +$19.6K | 0.02% | 316 |
|
|
2021
Q1 | $93K | Buy |
3,526
+902
| +34% | +$23.8K | 0.02% | 326 |
|
|
2020
Q4 | $45K | Buy |
2,624
+797
| +44% | +$13.7K | 0.01% | 431 |
|
|
2020
Q3 | $18K | Sell |
1,827
-669
| -27% | -$6.59K | 0.01% | 626 |
|
|
2020
Q2 | $45K | Buy |
2,496
+356
| +17% | +$6.42K | 0.01% | 346 |
|
|
2020
Q1 | $24K | Buy |
2,140
+1,409
| +193% | +$15.8K | 0.01% | 451 |
|
|
2019
Q4 | $29K | Sell |
731
-806
| -52% | -$32K | 0.01% | 438 |
|
|
2019
Q3 | $68K | Buy |
1,537
+830
| +117% | +$36.7K | 0.02% | 262 |
|
|
2019
Q2 | $35K | Sell |
707
-16
| -2% | -$792 | 0.01% | 375 |
|
|
2019
Q1 | $47K | Buy |
723
+75
| +12% | +$4.88K | 0.02% | 281 |
|
|
2018
Q4 | $39K | Buy |
+648
| New | +$39K | 0.02% | 281 |
|