Heritage Wealth Management (Arizona)’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $63.5K | Buy |
1,008
+541
| +116% | +$34.1K | 0.01% | 471 |
|
|
2022
Q3 | $29K | Sell |
467
-983
| -68% | -$61K | 0.01% | 476 |
|
|
2022
Q2 | $85.4K | Buy |
1,450
+1,000
| +222% | +$58.9K | 0.03% | 352 |
|
|
2022
Q1 | $26K | Buy |
+450
| New | +$26K | 0.01% | 559 |
|
|
2021
Q3 | $13K | Hold |
450
| – | – | ﹤0.01% | 623 |
|
|
2021
Q2 | $14K | Hold |
450
| – | – | 0.01% | 611 |
|
|
2021
Q1 | $12K | Buy |
+450
| New | +$12K | 0.01% | 557 |
|