Center for 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-400
| Closed | -$25K | – | 631 |
|
|
2022
Q3 | $25K | Hold |
400
| – | – | 0.01% | 276 |
|
|
2022
Q2 | $24K | Hold |
400
| – | – | 0.01% | 284 |
|
|
2022
Q1 | $23K | Hold |
400
| – | – | ﹤0.01% | 296 |
|
|
2021
Q4 | $12K | Sell |
400
-76
| -16% | -$2.28K | ﹤0.01% | 357 |
|
|
2021
Q3 | $14K | Buy |
476
+76
| +19% | +$2.24K | ﹤0.01% | 330 |
|
|
2021
Q2 | $13K | Sell |
400
-63
| -14% | -$2.05K | ﹤0.01% | 343 |
|
|
2021
Q1 | $12K | Hold |
463
| – | – | ﹤0.01% | 364 |
|
|
2020
Q4 | $8K | Hold |
463
| – | – | ﹤0.01% | 364 |
|
|
2020
Q3 | $5K | Hold |
463
| – | – | ﹤0.01% | 362 |
|
|
2020
Q2 | $8K | Hold |
463
| – | – | ﹤0.01% | 329 |
|
|
2020
Q1 | $5K | Hold |
463
| – | – | ﹤0.01% | 415 |
|
|
2019
Q4 | $19K | Buy |
+463
| New | +$19K | ﹤0.01% | 267 |
|