Mark Sheptoff Financial Planning’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-500
| Closed | -$14K | – | 474 |
|
|
2021
Q4 | $14K | Hold |
500
| – | – | 0.01% | 287 |
|
|
2021
Q3 | $15K | Hold |
500
| – | – | 0.01% | 272 |
|
|
2021
Q2 | $16K | Buy |
+500
| New | +$16K | 0.01% | 292 |
|
|
2016
Q3 | – | Sell |
-45
| Closed | -$3K | – | 367 |
|
|
2016
Q2 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 308 |
|
|
2015
Q2 | – | Sell |
-250
| Closed | -$18K | – | 398 |
|
|
2015
Q1 | $18K | Hold |
250
| – | – | 0.02% | 229 |
|
|
2014
Q4 | $20K | Buy |
+250
| New | +$20K | 0.02% | 217 |
|