Avalon Investment & Advisory’s Ooma OOMA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-132,787
| Closed | -$2.71M | – | 330 |
|
2021
Q4 | $2.71M | Sell |
132,787
-21,332
| -14% | -$436K | 0.07% | 158 |
|
2021
Q3 | $2.87M | Buy |
154,119
+1,610
| +1% | +$30K | 0.07% | 171 |
|
2021
Q2 | $2.88M | Buy |
152,509
+13,123
| +9% | +$247K | 0.06% | 177 |
|
2021
Q1 | $2.21M | Buy |
139,386
+5,437
| +4% | +$86.2K | 0.05% | 185 |
|
2020
Q4 | $1.93M | Sell |
133,949
-1,088
| -0.8% | -$15.7K | 0.04% | 203 |
|
2020
Q3 | $1.76M | Buy |
+135,037
| New | +$1.76M | 0.04% | 192 |
|