EWM
Endurance Wealth Management’s Occidental Petroleum OXY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $14K | Hold |
232
| – | – | ﹤0.01% | 466 |
|
|
2023
Q1 | $14K | Hold |
232
| – | – | ﹤0.01% | 473 |
|
|
2022
Q4 | $15K | Sell |
232
-188
| -45% | -$12.2K | ﹤0.01% | 440 |
|
|
2022
Q3 | $26K | Sell |
420
-290
| -41% | -$18K | ﹤0.01% | 386 |
|
|
2022
Q2 | $42K | Hold |
710
| – | – | 0.01% | 348 |
|
|
2022
Q1 | $40K | Hold |
710
| – | – | 0.01% | 378 |
|
|
2021
Q4 | $21K | Hold |
710
| – | – | ﹤0.01% | 436 |
|
|
2021
Q3 | $21K | Sell |
710
-200
| -22% | -$5.92K | ﹤0.01% | 444 |
|
|
2021
Q2 | $28K | Hold |
910
| – | – | ﹤0.01% | 419 |
|
|
2021
Q1 | $24K | Sell |
910
-368
| -29% | -$9.71K | ﹤0.01% | 431 |
|
|
2020
Q4 | $22K | Sell |
1,278
-21,966
| -95% | -$378K | ﹤0.01% | 409 |
|
|
2020
Q3 | $233K | Sell |
23,244
-4,160
| -15% | -$41.7K | 0.03% | 177 |
|
|
2020
Q2 | $501K | Sell |
27,404
-1,648
| -6% | -$30.1K | 0.08% | 130 |
|
|
2020
Q1 | $337K | Sell |
29,052
-27,932
| -49% | -$324K | 0.06% | 140 |
|
|
2019
Q4 | $2.35M | Sell |
56,984
-65,286
| -53% | -$2.69M | 0.36% | 67 |
|
|
2019
Q3 | $5.44M | Buy |
122,270
+6,383
| +6% | +$284K | 0.9% | 34 |
|
|
2019
Q2 | $5.83M | Sell |
115,887
-2,808
| -2% | -$141K | 0.92% | 34 |
|
|
2019
Q1 | $7.86M | Sell |
118,695
-185
| -0.2% | -$12.2K | 1.29% | 22 |
|
|
2018
Q4 | $7.3M | Sell |
118,880
-3,075
| -3% | -$189K | 1.36% | 24 |
|
|
2018
Q3 | $10M | Sell |
121,955
-1,675
| -1% | -$138K | 1.58% | 18 |
|
|
2018
Q2 | $10.3M | Sell |
123,630
-1,325
| -1% | -$111K | 1.71% | 17 |
|
|
2018
Q1 | $8.12M | Buy |
124,955
+3,837
| +3% | +$249K | 1.36% | 23 |
|
|
2017
Q4 | $8.92M | Buy |
121,118
+2,468
| +2% | +$182K | 1.43% | 20 |
|
|
2017
Q3 | $7.62M | Sell |
118,650
-926
| -0.8% | -$59.5K | 1.26% | 24 |
|
|
2017
Q2 | $7.16M | Buy |
119,576
+1,952
| +2% | +$117K | 1.21% | 25 |
|
|
2017
Q1 | $7.45M | Buy |
117,624
+22,974
| +24% | +$1.46M | 1.29% | 25 |
|
|
2016
Q4 | $6.74M | Sell |
94,650
-34
| -0% | -$2.42K | 1.21% | 27 |
|
|
2016
Q3 | $7.08M | Sell |
94,684
-947
| -1% | -$70.8K | 1.27% | 25 |
|
|
2016
Q2 | $7.23M | Buy |
95,631
+3,025
| +3% | +$229K | 1.36% | 23 |
|
|
2016
Q1 | $6.34K | Sell |
92,606
-95
| -0.1% | -$7 | 0.89% | 30 |
|
|
2015
Q4 | $6.27M | Buy |
92,701
+8,723
| +10% | +$590K | 1.19% | 31 |
|
|
2015
Q3 | $6.13M | Buy |
83,978
+11,174
| +15% | +$816K | 1.08% | 28 |
|
|
2015
Q2 | $5.66M | Buy |
72,804
+5,790
| +9% | +$450K | 0.95% | 32 |
|
|
2015
Q1 | $4.89M | Buy |
67,014
+3,794
| +6% | +$277K | 0.85% | 36 |
|
|
2014
Q4 | $5.1M | Buy |
63,220
+3,521
| +6% | +$284K | 0.91% | 34 |
|
|
2014
Q3 | $5.74M | Sell |
59,699
-52
| -0.1% | -$5K | 1.07% | 29 |
|
|
2014
Q2 | $6.13M | Buy |
59,751
+220
| +0.4% | +$22.6K | 1.02% | 30 |
|
|
2014
Q1 | $5.67M | Buy |
59,531
+2,136
| +4% | +$204K | 1.1% | 31 |
|
|
2013
Q4 | $5.46M | Buy |
57,395
+479
| +0.8% | +$45.6K | 1.08% | 32 |
|
|
2013
Q3 | $5.32M | Buy |
56,916
+3,457
| +6% | +$323K | 1.13% | 30 |
|
|
2013
Q2 | $4.77M | Buy |
+53,459
| New | +$4.77M | 1.07% | 32 |
|