Blue Bell Private 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
Q1 | – | Sell |
-113
| Closed | -$7.12K | – | 690 |
|
|
2022
Q4 | $7.12K | Hold |
113
| – | – | ﹤0.01% | 415 |
|
|
2022
Q3 | $7K | Hold |
113
| – | – | ﹤0.01% | 418 |
|
|
2022
Q2 | $7K | Hold |
113
| – | – | ﹤0.01% | 446 |
|
|
2022
Q1 | $6K | Buy |
+113
| New | +$6K | ﹤0.01% | 523 |
|
|
2016
Q4 | – | Sell |
-1,100
| Closed | -$81K | – | 352 |
|
|
2016
Q3 | $81K | Hold |
1,100
| – | – | 0.05% | 152 |
|
|
2016
Q2 | $84K | Sell |
1,100
-110
| -9% | -$8.4K | 0.05% | 149 |
|
|
2016
Q1 | $83K | Buy |
1,210
+108
| +10% | +$7.41K | 0.06% | 164 |
|
|
2015
Q4 | $74K | Hold |
1,102
| – | – | 0.05% | 178 |
|
|
2015
Q3 | $73K | Hold |
1,102
| – | – | 0.05% | 169 |
|
|
2015
Q2 | $86K | Hold |
1,102
| – | – | 0.05% | 157 |
|
|
2015
Q1 | $80K | Hold |
1,102
| – | – | 0.05% | 168 |
|
|
2014
Q4 | $88K | Sell |
1,102
-46
| -4% | -$3.67K | 0.05% | 167 |
|
|
2014
Q3 | $106K | Hold |
1,148
| – | – | 0.06% | 151 |
|
|
2014
Q2 | $113K | Hold |
1,148
| – | – | 0.07% | 139 |
|
|
2014
Q1 | $105K | Hold |
1,148
| – | – | 0.07% | 116 |
|
|
2013
Q4 | $105K | Buy |
+1,148
| New | +$105K | 0.08% | 119 |
|