UFA
US Financial Advisors’s Occidental Petroleum OXY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,340
| Closed | -$205K | – | 84 |
|
|
2022
Q3 | $205K | Buy |
+3,340
| New | +$205K | 0.11% | 61 |
|
|
2022
Q2 | – | Sell |
-6,667
| Closed | -$378K | – | 73 |
|
|
2022
Q1 | $378K | Buy |
+6,667
| New | +$378K | 0.18% | 43 |
|
|
2021
Q3 | – | Sell |
-6,667
| Closed | -$208K | – | 73 |
|
|
2021
Q2 | $208K | Buy |
+6,667
| New | +$208K | 0.1% | 73 |
|
|
2016
Q1 | – | Sell |
-284
| Closed | -$19K | – | 572 |
|
|
2015
Q4 | $19K | Buy |
+284
| New | +$19K | 0.02% | 249 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 604 |
|
|
2015
Q2 | – | Sell |
-284
| Closed | -$21K | – | 558 |
|
|
2015
Q1 | $21K | Hold |
284
| – | – | 0.02% | 182 |
|
|
2014
Q4 | $23K | Buy |
+284
| New | +$23K | 0.02% | 174 |
|