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