Cerity Partners’s OLB OLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,000
| Closed | -$28.6K | – | 2348 |
|
|
2024
Q1 | $28.6K | Hold |
5,000
| – | – | ﹤0.01% | 2267 |
|
|
2023
Q4 | $53K | Buy |
+5,000
| New | +$53K | ﹤0.01% | 1807 |
|
|
2023
Q3 | – | Sell |
-5,000
| Closed | -$45.5K | – | 1614 |
|
|
2023
Q2 | $45.5K | Hold |
5,000
| – | – | ﹤0.01% | 1571 |
|
|
2023
Q1 | $51K | Hold |
5,000
| – | – | ﹤0.01% | 1802 |
|
|
2022
Q4 | $41.9K | Hold |
5,000
| – | – | ﹤0.01% | 1438 |
|
|
2022
Q3 | $53K | Buy |
+5,000
| New | +$53K | ﹤0.01% | 1136 |
|
|
2022
Q2 | – | Sell |
-3,000
| Closed | -$53K | – | 1225 |
|
|
2022
Q1 | $53K | Hold |
3,000
| – | – | ﹤0.01% | 916 |
|
|
2021
Q4 | $80K | Buy |
+3,000
| New | +$80K | ﹤0.01% | 993 |
|