Laidlaw Wealth Management’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 |
-4,424
| Closed | -$287K | – | 262 |
|
|
2023
Q3 | $287K | Sell |
4,424
-1,044
| -19% | -$67.7K | 0.09% | 202 |
|
|
2023
Q2 | $322K | Buy |
+5,468
| New | +$322K | 0.06% | 256 |
|
|
2023
Q1 | – | Sell |
-6,545
| Closed | -$412K | – | 372 |
|
|
2022
Q4 | $412K | Buy |
6,545
+1,388
| +27% | +$87.4K | 0.09% | 215 |
|
|
2022
Q3 | $317K | Buy |
5,157
+1,697
| +49% | +$104K | 0.07% | 227 |
|
|
2022
Q2 | $204K | Buy |
+3,460
| New | +$204K | 0.04% | 345 |
|