Squar Milner Financial Services’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-6,000
| Closed | -$110K | – | 136 |
|
2020
Q2 | $110K | Hold |
6,000
| – | – | 0.06% | 211 |
|
2020
Q1 | $69K | Buy |
+6,000
| New | +$69K | 0.04% | 327 |
|
2019
Q3 | – | Sell |
-104
| Closed | -$5K | – | 558 |
|
2019
Q2 | $5K | Hold |
104
| – | – | ﹤0.01% | 598 |
|
2019
Q1 | $6K | Hold |
104
| – | – | ﹤0.01% | 636 |
|
2018
Q4 | $6K | Hold |
104
| – | – | 0.01% | 537 |
|
2018
Q3 | $9K | Hold |
104
| – | – | 0.01% | 526 |
|
2018
Q2 | $9K | Buy |
+104
| New | +$9K | 0.01% | 620 |
|