Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $21K | Sell |
350
-256
| -42% | -$15.4K | 0.01% | 115 |
|
|
2022
Q1 | $34K | Sell |
606
-184
| -23% | -$10.3K | 0.02% | 82 |
|
|
2021
Q4 | $23K | Hold |
790
| – | – | 0.01% | 111 |
|
|
2021
Q3 | $23K | Hold |
790
| – | – | 0.01% | 100 |
|
|
2021
Q2 | $25K | Buy |
+790
| New | +$25K | 0.01% | 105 |
|
|
2020
Q1 | $7K | Hold |
590
| – | – | 0.01% | 137 |
|
|
2019
Q4 | $24K | Buy |
+590
| New | +$24K | 0.01% | 190 |
|
|
2019
Q2 | $10K | Hold |
201
| – | – | ﹤0.01% | 328 |
|
|
2019
Q1 | $10K | Sell |
201
-6,819
| -97% | -$339K | ﹤0.01% | 328 |
|
|
2018
Q4 | $431K | Buy |
+7,020
| New | +$431K | 0.16% | 92 |
|