Wealthcare Capital Management’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-202
| Closed | -$5K | – | 493 |
|
|
2021
Q1 | $5K | Buy |
+202
| New | +$5K | ﹤0.01% | 390 |
|
|
2020
Q1 | – | Sell |
-95
| Closed | -$4K | – | 528 |
|
|
2019
Q4 | $4K | Buy |
+95
| New | +$4K | ﹤0.01% | 321 |
|
|
2018
Q1 | – | Sell |
-28
| Closed | -$2K | – | 226 |
|
|
2017
Q4 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 200 |
|
|
2015
Q2 | – | Sell |
-46
| Closed | -$3K | – | 727 |
|
|
2015
Q1 | $3K | Buy |
+46
| New | +$3K | ﹤0.01% | 768 |
|
|
2014
Q4 | – | Sell |
-113
| Closed | -$10K | – | 247 |
|
|
2014
Q3 | $10K | Hold |
113
| – | – | ﹤0.01% | 153 |
|
|
2014
Q2 | $11K | Hold |
113
| – | – | ﹤0.01% | 124 |
|
|
2014
Q1 | $10K | Buy |
+113
| New | +$10K | ﹤0.01% | 126 |
|