Equitable Trust’s Olo Inc OLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-35,980
| Closed | -$232K | – | 406 |
|
|
2023
Q2 | $232K | Sell |
35,980
-5,071
| -12% | -$32.8K | 0.02% | 373 |
|
|
2023
Q1 | $335K | Sell |
41,051
-4,915
| -11% | -$40.1K | 0.03% | 317 |
|
|
2022
Q4 | $287K | Sell |
45,966
-27,552
| -37% | -$172K | 0.02% | 340 |
|
|
2022
Q3 | $581K | Sell |
73,518
-3,820
| -5% | -$30.2K | 0.05% | 231 |
|
|
2022
Q2 | $763K | Buy |
77,338
+57,349
| +287% | +$566K | 0.06% | 207 |
|
|
2022
Q1 | $265K | Buy |
+19,989
| New | +$265K | 0.02% | 348 |
|