Estate Counselors’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-24,219
| Closed | -$1.45M | – | 144 |
|
|
2023
Q4 | $1.45M | Hold |
24,219
| – | – | 0.18% | 74 |
|
|
2023
Q3 | $1.57M | Sell |
24,219
-11
| -0% | -$714 | 0.21% | 56 |
|
|
2023
Q2 | $1.42M | Hold |
24,230
| – | – | 0.18% | 69 |
|
|
2023
Q1 | $1.51M | Sell |
24,230
-58
| -0.2% | -$3.62K | 0.2% | 52 |
|
|
2022
Q4 | $1.53M | Hold |
24,288
| – | – | 0.21% | 62 |
|
|
2022
Q3 | $1.49M | Hold |
24,288
| – | – | 0.23% | 52 |
|
|
2022
Q2 | $1.43M | Sell |
24,288
-38,216
| -61% | -$2.25M | 0.21% | 55 |
|
|
2022
Q1 | $3.55M | Hold |
62,504
| – | – | 0.46% | 46 |
|
|
2021
Q4 | $1.81M | Buy |
62,504
+404
| +0.7% | +$11.7K | 0.22% | 51 |
|
|
2021
Q3 | $1.84M | Buy |
62,100
+23,250
| +60% | +$687K | 0.23% | 51 |
|
|
2021
Q2 | $1.21M | Buy |
38,850
+800
| +2% | +$25K | 0.16% | 73 |
|
|
2021
Q1 | $1.01M | Buy |
+38,050
| New | +$1.01M | 0.15% | 99 |
|