Icon Wealth Partners’s Oak Street Health, Inc. OSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,685
| Closed | -$375K | – | 439 |
|
|
2023
Q1 | $375K | Buy |
+9,685
| New | +$375K | 0.04% | 227 |
|
|
2022
Q2 | $182K | Sell |
11,045
-2,289
| -17% | -$37.7K | 0.02% | 292 |
|
|
2022
Q1 | $358K | Buy |
+13,334
| New | +$358K | 0.04% | 248 |
|
|
2021
Q4 | – | Sell |
-14,889
| Closed | -$633K | – | 348 |
|
|
2021
Q3 | $633K | Buy |
+14,889
| New | +$633K | 0.07% | 200 |
|