CWP
Concord Wealth Partners’s Oshkosh OSK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-22
| Closed | -$2K | – | 1335 |
|
2022
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 1121 |
|
2021
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 1150 |
|
2021
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 772 |
|
2021
Q2 | $3K | Hold |
22
| – | – | ﹤0.01% | 836 |
|
2021
Q1 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 771 |
|