WR Wealth Planners’s Occidental Petroleum OXY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $95.8K | Sell |
1,938
-2,116
| -52% | -$105K | 0.03% | 237 |
|
|
2024
Q3 | $209K | Buy |
4,054
+644
| +19% | +$33.2K | 0.06% | 175 |
|
|
2024
Q2 | $215K | Buy |
3,410
+391
| +13% | +$24.6K | 0.07% | 161 |
|
|
2024
Q1 | $196K | Buy |
+3,019
| New | +$196K | 0.06% | 174 |
|
|
2023
Q4 | – | Sell |
-144
| Closed | -$9.34K | – | 643 |
|
|
2023
Q3 | $9.34K | Hold |
144
| – | – | ﹤0.01% | 583 |
|
|
2023
Q2 | $8.47K | Hold |
144
| – | – | ﹤0.01% | 605 |
|
|
2023
Q1 | $8.99K | Buy |
+144
| New | +$8.99K | ﹤0.01% | 582 |
|