MPS Loria Financial Planners’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-489
| Closed | -$13K | – | 438 |
|
|
2021
Q1 | $13K | Sell |
489
-194
| -28% | -$5.16K | 0.01% | 275 |
|
|
2020
Q4 | $12K | Buy |
683
+96
| +16% | +$1.69K | 0.01% | 283 |
|
|
2020
Q3 | $6K | Sell |
587
-749
| -56% | -$7.66K | ﹤0.01% | 268 |
|
|
2020
Q2 | $24K | Buy |
+1,336
| New | +$24K | 0.01% | 186 |
|
|
2018
Q4 | – | Sell |
-2,506
| Closed | -$206K | – | 77 |
|
|
2018
Q3 | $206K | Buy |
2,506
+7
| +0.3% | +$575 | 0.13% | 73 |
|
|
2018
Q2 | $209K | Buy |
+2,499
| New | +$209K | 0.21% | 64 |
|
|
2017
Q3 | – | Sell |
-2,420
| Closed | -$147K | – | 265 |
|
|
2017
Q2 | $147K | Buy |
+2,420
| New | +$147K | 0.1% | 89 |
|