TrueWealth LLC’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $8K | Sell |
419
-200
| -32% | -$3.82K | ﹤0.01% | 506 |
|
|
2020
Q1 | $7K | Sell |
619
-258
| -29% | -$2.92K | ﹤0.01% | 504 |
|
|
2019
Q4 | $36K | Buy |
877
+92
| +12% | +$3.78K | 0.01% | 308 |
|
|
2019
Q3 | $35K | Buy |
785
+270
| +52% | +$12K | 0.02% | 300 |
|
|
2019
Q2 | $26K | Sell |
515
-150
| -23% | -$7.57K | 0.01% | 340 |
|
|
2019
Q1 | $44K | Hold |
665
| – | – | 0.02% | 274 |
|
|
2018
Q4 | $41K | Sell |
665
-38
| -5% | -$2.34K | 0.02% | 274 |
|
|
2018
Q3 | $58K | Hold |
703
| – | – | 0.03% | 252 |
|
|
2018
Q2 | $59K | Hold |
703
| – | – | 0.03% | 246 |
|
|
2018
Q1 | $46K | Sell |
703
-495
| -41% | -$32.4K | 0.02% | 266 |
|
|
2017
Q4 | $88K | Buy |
+1,198
| New | +$88K | 0.04% | 224 |
|