Sage Mountain Advisors’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 |
-3,441
| Closed | -$217K | – | 495 |
|
|
2024
Q2 | $217K | Sell |
3,441
-544
| -14% | -$34.3K | 0.02% | 320 |
|
|
2024
Q1 | $259K | Buy |
3,985
+35
| +0.9% | +$2.28K | 0.03% | 267 |
|
|
2023
Q4 | $236K | Buy |
3,950
+106
| +3% | +$6.33K | 0.03% | 235 |
|
|
2023
Q3 | $249K | Buy |
+3,844
| New | +$249K | 0.03% | 210 |
|
|
2023
Q2 | – | Sell |
-3,284
| Closed | -$205K | – | 370 |
|
|
2023
Q1 | $205K | Buy |
+3,284
| New | +$205K | 0.03% | 232 |
|