Circle 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
Q4 | – | Sell |
-5,454
| Closed | -$281K | – | 222 |
|
|
2024
Q3 | $281K | Buy |
5,454
+169
| +3% | +$8.71K | 0.01% | 201 |
|
|
2024
Q2 | $333K | Sell |
5,285
-655
| -11% | -$41.3K | 0.01% | 186 |
|
|
2024
Q1 | $386K | Buy |
+5,940
| New | +$386K | 0.01% | 159 |
|
|
2019
Q4 | – | Sell |
-5,534
| Closed | -$246K | – | 195 |
|
|
2019
Q3 | $246K | Buy |
+5,534
| New | +$246K | 0.05% | 144 |
|