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Cape Investment Advisory’s OFS Capital OFS Stock Holding History

Cape Investment Advisory’s Portfolio OFS Stock Details OFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-542
Closed -$5.38K – 967
2024
Q1 		$5.38K Sell
542
-10,372
-95% -$103K ﹤0.01% 639
2023
Q4 		$128K Buy
+10,914
New +$128K 0.06% 191