Tilia Fiduciary Partners’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-700
| Closed | -$41.2K | – | 357 |
|
|
2023
Q2 | $41.2K | Hold |
700
| – | – | 0.04% | 237 |
|
|
2023
Q1 | $43.7K | Hold |
700
| – | – | 0.04% | 223 |
|
|
2022
Q4 | $44.1K | Hold |
700
| – | – | 0.04% | 213 |
|
|
2022
Q3 | $45K | Hold |
700
| – | – | 0.05% | 208 |
|
|
2022
Q2 | $40K | Buy |
+700
| New | +$40K | 0.04% | 227 |
|
|
2022
Q1 | – | Sell |
-517
| Closed | -$15K | – | 557 |
|
|
2021
Q4 | $15K | Buy |
+517
| New | +$15K | 0.01% | 379 |
|