Glassman Wealth Services’s Ooma OOMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-48
| Closed | -$624 | – | 2050 |
|
|
2023
Q3 | $624 | Hold |
48
| – | – | ﹤0.01% | 1689 |
|
|
2023
Q2 | $719 | Hold |
48
| – | – | ﹤0.01% | 1547 |
|
|
2023
Q1 | $600 | Hold |
48
| – | – | ﹤0.01% | 1581 |
|
|
2022
Q4 | $654 | Hold |
48
| – | – | ﹤0.01% | 1556 |
|
|
2022
Q3 | $1K | Buy |
+48
| New | +$1K | ﹤0.01% | 1480 |
|
|
2021
Q4 | – | Sell |
-31
| Closed | -$1K | – | 1826 |
|
|
2021
Q3 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 1418 |
|