IFP Advisors’s One Stop Systems OSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,000
| Closed | -$10K | – | 4768 |
|
|
2022
Q3 | $10K | Hold |
2,000
| – | – | ﹤0.01% | 3661 |
|
|
2022
Q2 | $10K | Hold |
2,000
| – | – | ﹤0.01% | 3417 |
|
|
2022
Q1 | $10K | Buy |
2,000
+1,000
| +100% | +$5K | ﹤0.01% | 3417 |
|
|
2021
Q4 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 2456 |
|
|
2021
Q3 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 2504 |
|
|
2021
Q2 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 2400 |
|
|
2021
Q1 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 2337 |
|
|
2020
Q4 | $4K | Buy |
+1,000
| New | +$4K | ﹤0.01% | 2405 |
|