First Trust Capital Management’s The Oncology Institute TOI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-149,344
| Closed | -$1.48M | – | 263 |
|
|
2021
Q3 | $1.48M | Buy |
149,344
+24,854
| +20% | +$247K | 0.23% | 111 |
|
|
2021
Q2 | $1.24M | Buy |
124,490
+55,606
| +81% | +$553K | 0.18% | 120 |
|
|
2021
Q1 | $686K | Hold |
68,884
| – | – | 0.13% | 141 |
|
|
2020
Q4 | $744K | Hold |
68,884
| – | – | 0.21% | 90 |
|
|
2020
Q3 | $715K | Buy |
+68,884
| New | +$715K | 0.19% | 68 |
|