Envestnet Asset Management’s OFS Credit Co OCCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $2.56M | Sell |
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|
2024
Q1 | $4.52M | Buy |
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|
2023
Q4 | $4.01M | Buy |
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|
2023
Q3 | $2.74M | Buy |
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|
2023
Q2 | $684K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $184K | Sell |
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|
2022
Q1 | $238K | Sell |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $820K | Buy |
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|
2021
Q2 | $798K | Buy |
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|
2021
Q1 | $526K | Buy |
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|
2020
Q4 | $226K | Buy |
|