CPA
Clear Perspective Advisors’s Old Second Bancorp OSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $793K | Buy |
63,025
+33,961
| +117% | +$427K | 0.24% | 69 |
|
|
2021
Q3 | $380K | Sell |
29,064
-1,124
| -4% | -$14.7K | 0.13% | 107 |
|
|
2021
Q2 | $374K | Sell |
30,188
-528
| -2% | -$6.54K | 0.13% | 111 |
|
|
2021
Q1 | $406K | Sell |
30,716
-750
| -2% | -$9.91K | 0.16% | 101 |
|
|
2020
Q4 | $318K | Sell |
31,466
-3,698
| -11% | -$37.4K | 0.13% | 110 |
|
|
2020
Q3 | $537 | Buy |
35,164
+4,868
| +16% | +$74 | 0.25% | 71 |
|
|
2020
Q2 | $236K | Sell |
30,296
-5,877
| -16% | -$45.8K | 0.13% | 110 |
|
|
2020
Q1 | $250K | Hold |
36,173
| – | – | 0.17% | 98 |
|
|
2019
Q4 | $487K | Sell |
36,173
-316
| -0.9% | -$4.25K | 0.3% | 81 |
|
|
2019
Q3 | $446K | Sell |
36,489
-200
| -0.5% | -$2.45K | 0.2% | 91 |
|
|
2019
Q2 | $469K | Hold |
36,689
| – | – | 0.3% | 84 |
|
|
2019
Q1 | $495K | Sell |
36,689
-8,496
| -19% | -$115K | 0.35% | 77 |
|
|
2018
Q4 | $587K | Buy |
45,185
+12,636
| +39% | +$164K | 0.49% | 63 |
|
|
2018
Q3 | $503K | Sell |
32,549
-2,900
| -8% | -$44.8K | 0.37% | 81 |
|
|
2018
Q2 | $510K | Sell |
35,449
-6,612
| -16% | -$95.1K | 0.36% | 80 |
|
|
2018
Q1 | $585K | Buy |
42,061
+3,015
| +8% | +$41.9K | 0.44% | 64 |
|
|
2017
Q4 | $533K | Buy |
+39,046
| New | +$533K | 0.41% | 70 |
|
|
2017
Q3 | – | Sell |
-61,097
| Closed | -$706K | – | 40 |
|
|
2017
Q2 | $706K | Sell |
61,097
-9,265
| -13% | -$107K | 0.59% | 45 |
|
|
2017
Q1 | $792K | Buy |
70,362
+10,747
| +18% | +$121K | 0.52% | 48 |
|
|
2016
Q4 | $659K | Buy |
+59,615
| New | +$659K | 0.44% | 53 |
|