AIM
Access Investment Management’s OFS Capital OFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.1K | Buy |
+2,500
| New | +$21.1K | 0.01% | 130 |
|
|
2024
Q4 | $20.2K | Hold |
2,500
| – | – | 0.01% | 94 |
|
|
2024
Q3 | $21.1K | Hold |
2,500
| – | – | 0.01% | 96 |
|
|
2024
Q2 | $22.2K | Sell |
2,500
-30,000
| -92% | -$266K | 0.01% | 94 |
|
|
2024
Q1 | $323K | Hold |
32,500
| – | – | 0.11% | 73 |
|
|
2023
Q4 | $380K | Buy |
+32,500
| New | +$380K | 0.14% | 64 |
|