AE Wealth Management’s Oil States International OIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-157,354
| Closed | -$1.02M | – | 1723 |
|
2023
Q4 | $1.02M | Buy |
157,354
+89,695
| +133% | +$582K | 0.01% | 1145 |
|
2023
Q3 | $566K | Sell |
67,659
-86,656
| -56% | -$725K | ﹤0.01% | 1308 |
|
2023
Q2 | $1.15M | Buy |
154,315
+14,123
| +10% | +$105K | 0.01% | 1038 |
|
2023
Q1 | $1.17M | Buy |
140,192
+68,899
| +97% | +$574K | 0.01% | 985 |
|
2022
Q4 | $532K | Buy |
+71,293
| New | +$532K | ﹤0.01% | 1279 |
|