Valmark Advisers’s Occidental Petroleum OXY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,818
Closed -$238K 488
2023
Q1
$238K Buy
3,818
+101
+3% +$6.31K 0.01% 429
2022
Q4
$234K Buy
+3,717
New +$234K 0.01% 404