Worth Asset 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
Q3 | – | Sell |
-700
| Closed | -$41.2K | – | 312 |
|
2023
Q2 | $41.2K | Buy |
700
+200
| +40% | +$11.8K | 0.03% | 197 |
|
2023
Q1 | $31.2K | Sell |
500
-649
| -56% | -$40.5K | 0.02% | 219 |
|
2022
Q4 | $72.4K | Buy |
1,149
+654
| +132% | +$41.2K | 0.05% | 153 |
|
2022
Q3 | $30K | Sell |
495
-442
| -47% | -$26.8K | 0.02% | 193 |
|
2022
Q2 | $55K | Sell |
937
-30
| -3% | -$1.76K | 0.04% | 183 |
|
2022
Q1 | $58K | Buy |
+967
| New | +$58K | 0.04% | 193 |
|