Western Wealth Management’s Occidental Petroleum OXY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-4,053
Closed -$255K 660
2022
Q4
$255K Sell
4,053
-6,195
-60% -$390K 0.03% 509
2022
Q3
$629K Buy
10,248
+400
+4% +$24.6K 0.04% 412
2022
Q2
$579K Buy
9,848
+3,125
+46% +$184K 0.03% 436
2022
Q1
$381K Buy
+6,723
New +$381K 0.02% 605
2019
Q3
Sell
-5,262
Closed -$266K 410
2019
Q2
$266K Buy
5,262
+843
+19% +$42.6K 0.03% 331
2019
Q1
$296K Buy
4,419
+580
+15% +$38.9K 0.07% 291
2018
Q4
$235K Buy
+3,839
New +$235K 0.06% 293