Guardian Wealth Advisors (North Carolina)’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,141
| Closed | -$204K | – | 457 |
|
|
2023
Q3 | $204K | Sell |
3,141
-810
| -21% | -$52.7K | 0.03% | 234 |
|
|
2023
Q2 | $233K | Buy |
3,951
+263
| +7% | +$15.5K | 0.04% | 205 |
|
|
2023
Q1 | $231K | Sell |
3,688
-144
| -4% | -$9.02K | 0.04% | 197 |
|
|
2022
Q4 | $242K | Sell |
3,832
-118
| -3% | -$7.45K | 0.05% | 174 |
|
|
2022
Q3 | $243K | Buy |
3,950
+298
| +8% | +$18.3K | 0.05% | 162 |
|
|
2022
Q2 | $216K | Buy |
+3,652
| New | +$216K | 0.04% | 179 |
|