TriaGen Wealth Management’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 |
-22,901
| Closed | -$1.35M | – | 169 |
|
|
2023
Q2 | $1.35M | Sell |
22,901
-200
| -0.9% | -$11.8K | 0.62% | 57 |
|
|
2023
Q1 | $1.44M | Hold |
23,101
| – | – | 0.72% | 48 |
|
|
2022
Q4 | $1.46M | Sell |
23,101
-9,418
| -29% | -$593K | 0.81% | 38 |
|
|
2022
Q3 | $2M | Sell |
32,519
-9,310
| -22% | -$572K | 1.1% | 25 |
|
|
2022
Q2 | $2.46M | Buy |
41,829
+8,858
| +27% | +$522K | 1.75% | 13 |
|
|
2022
Q1 | $1.87M | Buy |
32,971
+25,513
| +342% | +$1.45M | 0.97% | 36 |
|
|
2021
Q4 | $216K | Buy |
+7,458
| New | +$216K | 0.11% | 171 |
|