Unique 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
Q4 | – | Sell |
-4,830
| Closed | -$249K | – | 143 |
|
|
2024
Q3 | $249K | Buy |
4,830
+8
| +0.2% | +$412 | 0.06% | 103 |
|
|
2024
Q2 | $304K | Sell |
4,822
-6
| -0.1% | -$378 | 0.08% | 75 |
|
|
2024
Q1 | $314K | Buy |
4,828
+2
| +0% | +$130 | 0.09% | 71 |
|
|
2023
Q4 | $288K | Buy |
4,826
+4
| +0.1% | +$239 | 0.09% | 66 |
|
|
2023
Q3 | $313K | Hold |
4,822
| – | – | 0.13% | 67 |
|
|
2023
Q2 | $284K | Buy |
4,822
+32
| +0.7% | +$1.88K | 0.12% | 62 |
|
|
2023
Q1 | $299K | Sell |
4,790
-7
| -0.1% | -$437 | 0.15% | 45 |
|
|
2022
Q4 | $302K | Buy |
+4,797
| New | +$302K | 0.16% | 44 |
|