SWM
Selective Wealth Management’s Occidental Petroleum Corporation Warrants to Purchase Common Stock OXY.WS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-145
| Closed | -$6K | – | 546 |
|
|
2022
Q3 | $6K | Hold |
145
| – | – | ﹤0.01% | 578 |
|
|
2022
Q2 | $5K | Hold |
145
| – | – | ﹤0.01% | 632 |
|
|
2022
Q1 | $5K | Buy |
145
+21
| +17% | +$724 | ﹤0.01% | 600 |
|
|
2021
Q4 | $2K | Hold |
124
| – | – | ﹤0.01% | 612 |
|
|
2021
Q3 | $1K | Buy |
+124
| New | +$1K | ﹤0.01% | 569 |
|