Empirical Wealth Management’s One Liberty Properties OLP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-26,914
| Closed | -$617K | – | 494 |
|
2023
Q1 | $617K | Hold |
26,914
| – | – | 0.03% | 298 |
|
2022
Q4 | $598K | Sell |
26,914
-89
| -0.3% | -$1.98K | 0.03% | 281 |
|
2022
Q3 | $568K | Buy |
27,003
+89
| +0.3% | +$1.87K | 0.03% | 277 |
|
2022
Q2 | $699K | Buy |
26,914
+2,000
| +8% | +$51.9K | 0.04% | 247 |
|
2022
Q1 | $767K | Hold |
24,914
| – | – | 0.04% | 255 |
|
2021
Q4 | $879K | Buy |
+24,914
| New | +$879K | 0.04% | 238 |
|