Briaud Financial Planning’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-494
| Closed | -$25K | – | 211 |
|
|
2024
Q3 | $25K | Buy |
494
+29
| +6% | +$1.47K | 0.01% | 87 |
|
|
2024
Q2 | $29K | Buy |
465
+24
| +5% | +$1.5K | 0.02% | 79 |
|
|
2024
Q1 | $29K | Buy |
+441
| New | +$29K | 0.02% | 74 |
|
|
2023
Q4 | – | Sell |
-404
| Closed | -$26K | – | 117 |
|
|
2023
Q3 | $26K | Buy |
+404
| New | +$26K | 0.02% | 78 |
|