Redwood Wealth Management Group’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,483
| Closed | -$220K | – | 808 |
|
|
2024
Q2 | $220K | Buy |
3,483
+7
| +0.2% | +$441 | 0.17% | 111 |
|
|
2024
Q1 | $226K | Sell |
3,476
-219
| -6% | -$14.2K | 0.24% | 107 |
|
|
2023
Q4 | $221K | Sell |
3,695
-623
| -14% | -$37.2K | 0.24% | 108 |
|
|
2023
Q3 | $280K | Sell |
4,318
-12
| -0.3% | -$778 | 0.33% | 93 |
|
|
2023
Q2 | $255K | Buy |
4,330
+2
| +0% | +$118 | 0.28% | 102 |
|
|
2023
Q1 | $270K | Buy |
4,328
+1
| +0% | +$62 | 0.31% | 98 |
|
|
2022
Q4 | $273K | Buy |
+4,327
| New | +$273K | 0.34% | 84 |
|