IFP Advisors’s Ocular Therapeutix OCUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$169 | – | 4226 |
|
|
2025
Q1 | – | Hold |
0
| – | -$196 | – | 3719 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3760 |
|
|
2023
Q1 | – | Sell |
-1,000
| Closed | -$7K | – | 4103 |
|
|
2022
Q4 | $7K | Sell |
1,000
-500
| -33% | -$3.5K | ﹤0.01% | 3616 |
|
|
2022
Q3 | $10K | Hold |
1,500
| – | – | ﹤0.01% | 3658 |
|
|
2022
Q2 | $10K | Hold |
1,500
| – | – | ﹤0.01% | 3414 |
|
|
2022
Q1 | $10K | Buy |
+1,500
| New | +$10K | ﹤0.01% | 3414 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4175 |
|
|
2021
Q2 | – | Sell |
-1,500
| Closed | -$24K | – | 3940 |
|
|
2021
Q1 | $24K | Hold |
1,500
| – | – | ﹤0.01% | 1766 |
|
|
2020
Q4 | $31K | Buy |
+1,500
| New | +$31K | ﹤0.01% | 1625 |
|