Baker Tilly Wealth Management’s Oshkosh OSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,768
| Closed | -$240K | – | 529 |
|
|
2023
Q2 | $240K | Sell |
2,768
-275
| -9% | -$23.8K | 0.03% | 491 |
|
|
2023
Q1 | $253K | Buy |
3,043
+106
| +4% | +$8.82K | 0.03% | 477 |
|
|
2022
Q4 | $259K | Buy |
+2,937
| New | +$259K | 0.03% | 458 |
|
|
2022
Q3 | – | Sell |
-2,838
| Closed | -$233K | – | 528 |
|
|
2022
Q2 | $233K | Buy |
2,838
+100
| +4% | +$8.21K | 0.03% | 449 |
|
|
2022
Q1 | $276K | Buy |
+2,738
| New | +$276K | 0.03% | 442 |
|