Brewin Dolphin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $135K | Hold |
2,293
| – | – | 0.01% | 145 |
|
|
2022
Q1 | $130K | Hold |
2,293
| – | – | 0.01% | 144 |
|
|
2021
Q4 | $66K | Hold |
2,293
| – | – | 0.01% | 180 |
|
|
2021
Q3 | $67.8K | Buy |
2,293
+2,000
| +683% | +$59.2K | 0.01% | 176 |
|
|
2021
Q2 | $9.16K | Hold |
293
| – | – | ﹤0.01% | 298 |
|
|
2021
Q1 | $7.8K | Hold |
293
| – | – | ﹤0.01% | 290 |
|
|
2020
Q4 | $5.07K | Hold |
293
| – | – | ﹤0.01% | 262 |
|
|
2020
Q3 | $2.93K | Sell |
293
-164
| -36% | -$1.64K | ﹤0.01% | 280 |
|
|
2020
Q2 | $8.36K | Buy |
457
+164
| +56% | +$3K | ﹤0.01% | 257 |
|
|
2020
Q1 | $3.39K | Hold |
293
| – | – | ﹤0.01% | 190 |
|
|
2019
Q4 | $12.1K | Hold |
293
| – | – | 0.01% | 173 |
|
|
2019
Q3 | $13K | Buy |
+293
| New | +$13K | 0.01% | 164 |
|