Evolution Wealth Advisors’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,741
| Closed | -$51K | – | 488 |
|
|
2021
Q3 | $51K | Buy |
1,741
+763
| +78% | +$22.4K | 0.01% | 206 |
|
|
2021
Q2 | $31K | Buy |
978
+261
| +36% | +$8.27K | 0.01% | 250 |
|
|
2021
Q1 | $19K | Sell |
717
-105,376
| -99% | -$2.79M | ﹤0.01% | 305 |
|
|
2020
Q4 | $1.84M | Buy |
+106,093
| New | +$1.84M | 0.41% | 47 |
|
|
2020
Q3 | – | Sell |
-117
| Closed | -$2K | – | 602 |
|
|
2020
Q2 | $2K | Buy |
+117
| New | +$2K | ﹤0.01% | 496 |
|
|
2020
Q1 | – | Sell |
-303
| Closed | -$12K | – | 555 |
|
|
2019
Q4 | $12K | Buy |
303
+111
| +58% | +$4.4K | ﹤0.01% | 272 |
|
|
2019
Q3 | $9K | Buy |
192
+106
| +123% | +$4.97K | ﹤0.01% | 192 |
|
|
2019
Q2 | $4K | Buy |
+86
| New | +$4K | ﹤0.01% | 304 |
|