SDAM
Shulman DeMeo Asset Management’s Occidental Petroleum OXY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-3,552
| Closed | -$202K | – | 142 |
|
2022
Q1 | $202K | Buy |
+3,552
| New | +$202K | 0.06% | 136 |
|
2020
Q1 | – | Sell |
-6,502
| Closed | -$268K | – | 117 |
|
2019
Q4 | $268K | Sell |
6,502
-6,432
| -50% | -$265K | 0.09% | 105 |
|
2019
Q3 | $575K | Buy |
12,934
+294
| +2% | +$13.1K | 0.19% | 55 |
|
2019
Q2 | $636K | Buy |
12,640
+534
| +4% | +$26.9K | 0.23% | 46 |
|
2019
Q1 | $801K | Buy |
+12,106
| New | +$801K | 0.3% | 37 |
|