First Trust Direct Indexing’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.03M | Sell |
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|
2024
Q2 | $1.46M | Buy |
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|
2024
Q1 | $1.35M | Buy |
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|
2023
Q4 | $1.13M | Buy |
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|
2023
Q3 | $1.03M | Buy |
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|
2023
Q2 | $865K | Buy |
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|
2023
Q1 | $674K | Sell |
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|
2022
Q4 | $704K | Sell |
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|
2022
Q3 | $694K | Sell |
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|
2022
Q2 | $693K | Hold |
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|
2022
Q1 | $668K | Buy |
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|
2021
Q4 | $341K | Sell |
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|
2021
Q3 | $423K | Sell |
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|
2021
Q2 | $454K | Buy |
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|
2021
Q1 | $270K | Sell |
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|
2020
Q4 | $732K | Buy |
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