Envestnet Asset Management’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 |
-42,540
| Closed | -$363K | – | 4264 |
|
|
2024
Q1 | $363K | Buy |
42,540
+1,549
| +4% | +$13.2K | ﹤0.01% | 3623 |
|
|
2023
Q4 | $440K | Sell |
40,991
-2,697
| -6% | -$28.9K | ﹤0.01% | 3398 |
|
|
2023
Q3 | $568K | Buy |
43,688
+12,402
| +40% | +$161K | ﹤0.01% | 3184 |
|
|
2023
Q2 | $468K | Buy |
+31,286
| New | +$468K | ﹤0.01% | 3249 |
|