BCWM
Bartlett & Co Wealth Management’s Oshkosh OSK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-200
| Closed | -$21.8K | – | 1188 |
|
2023
Q4 | $21.8K | Buy |
+200
| New | +$21.8K | ﹤0.01% | 869 |
|
2021
Q3 | – | Sell |
-16
| Closed | -$1.99K | – | 1035 |
|
2021
Q2 | $1.99K | Hold |
16
| – | – | ﹤0.01% | 853 |
|
2021
Q1 | $1.9K | Hold |
16
| – | – | ﹤0.01% | 889 |
|
2020
Q4 | $1.38K | Buy |
+16
| New | +$1.38K | ﹤0.01% | 983 |
|