FVWA
Foster Victor Wealth Advisors’s Oshkosh OSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-26,224
| Closed | -$2.11M | – | 145 |
|
|
2022
Q2 | $2.11M | Buy |
26,224
+4,805
| +22% | +$386K | 0.31% | 76 |
|
|
2022
Q1 | $2.07M | Buy |
21,419
+4,573
| +27% | +$442K | 0.28% | 78 |
|
|
2021
Q4 | $2M | Buy |
16,846
+3,654
| +28% | +$435K | 0.27% | 81 |
|
|
2021
Q3 | $1.35M | Buy |
13,192
+2,083
| +19% | +$213K | 0.22% | 84 |
|
|
2021
Q2 | $1.39M | Buy |
11,109
+2,550
| +30% | +$318K | 0.23% | 85 |
|
|
2021
Q1 | $1.03M | Buy |
8,559
+2,323
| +37% | +$279K | 0.19% | 87 |
|
|
2020
Q4 | $537K | Buy |
6,236
+2,775
| +80% | +$239K | 0.12% | 98 |
|
|
2020
Q3 | $254K | Buy |
+3,461
| New | +$254K | 0.07% | 115 |
|