Financial Synergies 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13
| Closed | -$845 | – | 337 |
|
|
2024
Q1 | $845 | Hold |
13
| – | – | ﹤0.01% | 422 |
|
|
2023
Q4 | $819 | Hold |
13
| – | – | ﹤0.01% | 348 |
|
|
2023
Q3 | $844 | Hold |
13
| – | – | ﹤0.01% | 398 |
|
|
2023
Q2 | $765 | Hold |
13
| – | – | ﹤0.01% | 412 |
|
|
2023
Q1 | $812 | Hold |
13
| – | – | ﹤0.01% | 393 |
|
|
2022
Q4 | $819 | Hold |
13
| – | – | ﹤0.01% | 348 |
|
|
2022
Q3 | $799 | Hold |
13
| – | – | ﹤0.01% | 327 |
|
|
2022
Q2 | $766 | Buy |
+13
| New | +$766 | ﹤0.01% | 339 |
|