CAPTRUST Financial Advisors’s Ooma OOMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-149
| Closed | -$2K | – | 3398 |
|
|
2022
Q2 | $2K | Sell |
149
-38
| -20% | -$510 | ﹤0.01% | 4496 |
|
|
2022
Q1 | $3K | Hold |
187
| – | – | ﹤0.01% | 4375 |
|
|
2021
Q4 | $4K | Hold |
187
| – | – | ﹤0.01% | 4181 |
|
|
2021
Q3 | $3K | Hold |
187
| – | – | ﹤0.01% | 4139 |
|
|
2021
Q2 | $4K | Hold |
187
| – | – | ﹤0.01% | 3956 |
|
|
2021
Q1 | $3K | Buy |
+187
| New | +$3K | ﹤0.01% | 3931 |
|