GWMIA
Global Wealth Management Investment Advisory’s Occidental Petroleum OXY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-20
| Closed | -$1.19K | – | 343 |
|
|
2023
Q4 | $1.19K | Hold |
20
| – | – | ﹤0.01% | 427 |
|
|
2023
Q3 | $1.3K | Hold |
20
| – | – | ﹤0.01% | 414 |
|
|
2023
Q2 | $1.18K | Buy |
+20
| New | +$1.18K | ﹤0.01% | 417 |
|
|
2022
Q3 | – | Sell |
-20
| Closed | -$1K | – | 369 |
|
|
2022
Q2 | $1K | Sell |
20
-137
| -87% | -$6.85K | ﹤0.01% | 470 |
|
|
2022
Q1 | $9K | Hold |
157
| – | – | ﹤0.01% | 329 |
|
|
2021
Q4 | $5K | Sell |
157
-100
| -39% | -$3.19K | ﹤0.01% | 355 |
|
|
2021
Q3 | $8K | Sell |
257
-45
| -15% | -$1.4K | ﹤0.01% | 335 |
|
|
2021
Q2 | $9K | Sell |
302
-28
| -8% | -$834 | ﹤0.01% | 303 |
|
|
2021
Q1 | $9K | Sell |
330
-101
| -23% | -$2.76K | ﹤0.01% | 321 |
|
|
2020
Q4 | $7K | Sell |
431
-150
| -26% | -$2.44K | ﹤0.01% | 311 |
|
|
2020
Q3 | $6K | Sell |
581
-41,901
| -99% | -$433K | ﹤0.01% | 317 |
|
|
2020
Q2 | $777K | Sell |
42,482
-4,189
| -9% | -$76.6K | 0.33% | 76 |
|
|
2020
Q1 | $540K | Buy |
46,671
+13,248
| +40% | +$153K | 0.27% | 76 |
|
|
2019
Q4 | $1.38M | Sell |
33,423
-14,538
| -30% | -$599K | 0.58% | 61 |
|
|
2019
Q3 | $2.13M | Buy |
47,961
+2,966
| +7% | +$132K | 0.98% | 33 |
|
|
2019
Q2 | $2.26M | Buy |
44,995
+15,677
| +53% | +$788K | 1.09% | 33 |
|
|
2019
Q1 | $1.94M | Buy |
29,318
+2,767
| +10% | +$183K | 1.01% | 36 |
|
|
2018
Q4 | $1.63M | Buy |
+26,551
| New | +$1.63M | 0.95% | 38 |
|