Charter Oak Capital 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
Q3 | – | Sell |
-396
| Closed | -$23K | – | 651 |
|
|
2022
Q2 | $23K | Hold |
396
| – | – | ﹤0.01% | 450 |
|
|
2022
Q1 | $22K | Hold |
396
| – | – | ﹤0.01% | 496 |
|
|
2021
Q4 | $11K | Sell |
396
-200
| -34% | -$5.56K | ﹤0.01% | 605 |
|
|
2021
Q3 | $18K | Hold |
596
| – | – | ﹤0.01% | 478 |
|
|
2021
Q2 | $19K | Hold |
596
| – | – | ﹤0.01% | 468 |
|
|
2021
Q1 | $16K | Hold |
596
| – | – | ﹤0.01% | 468 |
|
|
2020
Q4 | $10K | Buy |
+596
| New | +$10K | ﹤0.01% | 514 |
|