Balasa Dinverno & Foltz’s Oshkosh OSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,132
| Closed | -$257K | – | 353 |
|
|
2022
Q2 | $257K | Sell |
3,132
-425
| -12% | -$34.9K | 0.02% | 289 |
|
|
2022
Q1 | $358K | Hold |
3,557
| – | – | 0.02% | 240 |
|
|
2021
Q4 | $401K | Buy |
3,557
+11
| +0.3% | +$1.24K | 0.03% | 227 |
|
|
2021
Q3 | $363K | Sell |
3,546
-113
| -3% | -$11.6K | 0.03% | 232 |
|
|
2021
Q2 | $456K | Buy |
3,659
+75
| +2% | +$9.35K | 0.03% | 196 |
|
|
2021
Q1 | $425K | Buy |
3,584
+27
| +0.8% | +$3.2K | 0.03% | 194 |
|
|
2020
Q4 | $306K | Sell |
3,557
-23
| -0.6% | -$1.98K | 0.03% | 226 |
|
|
2020
Q3 | $263K | Buy |
3,580
+771
| +27% | +$56.6K | 0.03% | 220 |
|
|
2020
Q2 | $201K | Sell |
2,809
-2,781
| -50% | -$199K | 0.02% | 225 |
|
|
2020
Q1 | $360K | Buy |
+5,590
| New | +$360K | 0.05% | 164 |
|