Dana Investment Advisors’s Ooma OOMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-80,755
| Closed | -$689K | – | 530 |
|
|
2024
Q1 | $689K | Buy |
80,755
+9,388
| +13% | +$80.1K | 0.02% | 411 |
|
|
2023
Q4 | $766K | Sell |
71,367
-2,752
| -4% | -$29.5K | 0.04% | 279 |
|
|
2023
Q3 | $964K | Sell |
74,119
-14,053
| -16% | -$183K | 0.05% | 237 |
|
|
2023
Q2 | $1.32M | Buy |
+88,172
| New | +$1.32M | 0.07% | 210 |
|