Congress Wealth Management’s Occidental Petroleum Corporation Warrants to Purchase Common Stock OXY.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,435
| Closed | -$367K | – | 621 |
|
|
2023
Q4 | $367K | Hold |
9,435
| – | – | 0.01% | 504 |
|
|
2023
Q3 | $408K | Hold |
9,435
| – | – | 0.01% | 484 |
|
|
2023
Q2 | $352K | Sell |
9,435
-1
| -0% | -$37 | 0.01% | 462 |
|
|
2023
Q1 | $387K | Hold |
9,436
| – | – | 0.01% | 448 |
|
|
2022
Q4 | $389K | Hold |
9,436
| – | – | 0.01% | 439 |
|
|
2022
Q3 | $373K | Hold |
9,436
| – | – | 0.01% | 437 |
|
|
2022
Q2 | $349K | Sell |
9,436
-8
| -0.1% | -$296 | 0.01% | 452 |
|
|
2022
Q1 | $333K | Buy |
+9,444
| New | +$333K | 0.01% | 498 |
|