Selective Wealth Management’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-674
| Closed | -$41K | – | 545 |
|
|
2022
Q3 | $41K | Sell |
674
-1,000
| -60% | -$60.8K | 0.02% | 316 |
|
|
2022
Q2 | $99K | Buy |
1,674
+1,000
| +148% | +$59.1K | 0.04% | 221 |
|
|
2022
Q1 | $38K | Buy |
674
+174
| +35% | +$9.81K | 0.01% | 348 |
|
|
2021
Q4 | $14K | Hold |
500
| – | – | 0.01% | 452 |
|
|
2021
Q3 | $15K | Buy |
+500
| New | +$15K | 0.01% | 394 |
|
|
2020
Q3 | – | Sell |
-56
| Closed | -$1K | – | 392 |
|
|
2020
Q2 | $1K | Hold |
56
| – | – | ﹤0.01% | 403 |
|
|
2020
Q1 | $1K | Hold |
56
| – | – | ﹤0.01% | 316 |
|
|
2019
Q4 | $2K | Buy |
56
+1
| +2% | +$36 | ﹤0.01% | 295 |
|
|
2019
Q3 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 299 |
|