Mascoma Wealth Management’s Occidental Petroleum OXY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-80	Closed	-$4.92K	–	559
2023 Q1	$4.92K	Hold	80	–	–	﹤0.01%	486
2022 Q4	$5.04K	Hold	80	–	–	﹤0.01%	489
2022 Q3	$5K	Hold	80	–	–	﹤0.01%	485
2022 Q2	$5K	Sell	80 -33	-29%	-$2.03K	﹤0.01%	504
2022 Q1	$6K	Buy	113 +33	+41%	+$1.46K	﹤0.01%	493
2021 Q4	$2K	Hold	80	–	–	﹤0.01%	499
2021 Q3	$2K	Buy	+80	New	+$2.14K	﹤0.01%	423
2021 Q2	–	Sell	-80	Closed	-$2K	–	344
2021 Q1	$2K	Buy	+80	New	+$2K	﹤0.01%	417
2019 Q3	–	Sell	-80	Closed	-$4K	–	261
2019 Q2	$4K	Hold	80	–	–	﹤0.01%	310
2019 Q1	$5K	Hold	80	–	–	﹤0.01%	301
2018 Q4	$5K	Hold	80	–	–	﹤0.01%	297
2018 Q3	$7K	Hold	80	–	–	﹤0.01%	308
2018 Q2	$7K	Buy	+80	New	+$6.39K	﹤0.01%	298
2017 Q3	–	Sell	-74	Closed	-$4K	–	407
2017 Q2	$4K	Hold	74	–	–	﹤0.01%	340
2017 Q1	$5K	Hold	74	–	–	﹤0.01%	299
2016 Q4	$5K	Buy	+74	New	+$5.26K	﹤0.01%	303