Castle Rock 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,418
| Closed | -$552K | – | 237 |
|
|
2023
Q4 | $552K | Sell |
9,418
-100
| -1% | -$5.86K | 0.17% | 138 |
|
|
2023
Q3 | $585K | Buy |
9,518
+299
| +3% | +$18.4K | 0.2% | 123 |
|
|
2023
Q2 | $543K | Buy |
9,219
+369
| +4% | +$21.7K | 0.19% | 122 |
|
|
2023
Q1 | $522K | Buy |
8,850
+194
| +2% | +$11.4K | 0.19% | 122 |
|
|
2022
Q4 | $581K | Buy |
8,656
+1,508
| +21% | +$101K | 0.26% | 112 |
|
|
2022
Q3 | $458K | Buy |
+7,148
| New | +$458K | 0.23% | 113 |
|