HCR Wealth Advisors’s Olin OLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,540
| Closed | -$427K | – | 211 |
|
|
2023
Q3 | $427K | Sell |
8,540
-2,635
| -24% | -$132K | 0.09% | 111 |
|
|
2023
Q2 | $574K | Sell |
11,175
-1,715
| -13% | -$88.1K | 0.11% | 107 |
|
|
2023
Q1 | $715K | Sell |
12,890
-1,400
| -10% | -$77.7K | 0.14% | 93 |
|
|
2022
Q4 | $757K | Sell |
14,290
-1,250
| -8% | -$66.2K | 0.16% | 90 |
|
|
2022
Q3 | $666K | Sell |
15,540
-3,475
| -18% | -$149K | 0.14% | 95 |
|
|
2022
Q2 | $880K | Sell |
19,015
-2,000
| -10% | -$92.6K | 0.18% | 87 |
|
|
2022
Q1 | $1.1M | Buy |
21,015
+495
| +2% | +$25.9K | 0.18% | 90 |
|
|
2021
Q4 | $1.18M | Sell |
20,520
-265
| -1% | -$15.2K | 0.18% | 93 |
|
|
2021
Q3 | $1M | Hold |
20,785
| – | – | 0.17% | 102 |
|
|
2021
Q2 | $962K | Sell |
20,785
-135
| -0.6% | -$6.25K | 0.17% | 102 |
|
|
2021
Q1 | $794K | Buy |
20,920
+7,540
| +56% | +$286K | 0.16% | 101 |
|
|
2020
Q4 | $329K | Buy |
+13,380
| New | +$329K | 0.07% | 142 |
|