SlateStone Wealth’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,120
| Closed | -$203K | – | 294 |
|
|
2024
Q1 | $203K | Buy |
+3,120
| New | +$203K | 0.02% | 268 |
|
|
2022
Q4 | – | Sell |
-28,310
| Closed | -$1.74M | – | 205 |
|
|
2022
Q3 | $1.74M | Buy |
+28,310
| New | +$1.74M | 0.46% | 42 |
|
|
2019
Q2 | – | Sell |
-4,174
| Closed | -$276K | – | 180 |
|
|
2019
Q1 | $276K | Buy |
+4,174
| New | +$276K | 0.08% | 137 |
|