Blue Bell Private Wealth Management’s Ocean Shore Holding Co. OSHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-6,595
| Closed | -$150K | – | 416 |
|
|
2016
Q3 | $150K | Hold |
6,595
| – | – | 0.09% | 110 |
|
|
2016
Q2 | $112K | Hold |
6,595
| – | – | 0.07% | 124 |
|
|
2016
Q1 | $116K | Hold |
6,595
| – | – | 0.08% | 133 |
|
|
2015
Q4 | $113K | Hold |
6,595
| – | – | 0.08% | 139 |
|
|
2015
Q3 | $106K | Hold |
6,595
| – | – | 0.07% | 138 |
|
|
2015
Q2 | $98K | Hold |
6,595
| – | – | 0.06% | 145 |
|
|
2015
Q1 | $97K | Hold |
6,595
| – | – | 0.06% | 147 |
|
|
2014
Q4 | $94K | Hold |
6,595
| – | – | 0.05% | 162 |
|
|
2014
Q3 | $95K | Buy |
6,595
+3,957
| +150% | +$57K | 0.06% | 164 |
|
|
2014
Q2 | $39K | Sell |
2,638
-3,957
| -60% | -$58.5K | 0.02% | 251 |
|
|
2014
Q1 | $94K | Hold |
6,595
| – | – | 0.06% | 136 |
|
|
2013
Q4 | $90K | Buy |
+6,595
| New | +$90K | 0.07% | 137 |
|