Personal Wealth Partners’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-1,000
| Closed | -$31K | – | 302 |
|
2021
Q2 | $31K | Buy |
+1,000
| New | +$31K | 0.01% | 183 |
|
2020
Q1 | – | Sell |
-115
| Closed | -$5K | – | 443 |
|
2019
Q4 | $5K | Hold |
115
| – | – | ﹤0.01% | 273 |
|
2019
Q3 | $5K | Sell |
115
-54
| -32% | -$2.35K | ﹤0.01% | 275 |
|
2019
Q2 | $8K | Buy |
+169
| New | +$8K | ﹤0.01% | 224 |
|