HCR Wealth Advisors’s Oatly Group OTLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,149
| Closed | -$104K | – | 182 |
|
|
2023
Q1 | $104K | Hold |
2,149
| – | – | 0.02% | 169 |
|
|
2022
Q4 | $74.8K | Hold |
2,149
| – | – | 0.02% | 170 |
|
|
2022
Q3 | $113K | Hold |
2,149
| – | – | 0.02% | 162 |
|
|
2022
Q2 | $149K | Buy |
+2,149
| New | +$149K | 0.03% | 169 |
|
|
2022
Q1 | – | Sell |
-2,184
| Closed | -$348K | – | 202 |
|
|
2021
Q4 | $348K | Buy |
+2,184
| New | +$348K | 0.05% | 157 |
|