Institute for Wealth Management’s Norbord Inc. OSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-6,625
Closed -$286K 486
2020
Q4
$286K Sell
6,625
-837
-11% -$30.6K 0.06% 358
2020
Q3
$220K Sell
7,462
-1,657
-18% -$51.7K 0.05% 383
2020
Q2
$208K Buy
+9,119
New +$157K 0.05% 394
2020
Q1
Sell
-12,400
Closed -$331K 703
2019
Q4
$331K Sell
12,400
-1,130
-8% -$30.1K 0.07% 322
2019
Q3
$324K Sell
13,530
-1,449
-10% -$34K 0.08% 311
2019
Q2
$371K Buy
+14,979
New +$353K 0.08% 310
2019
Q1
Sell
-20,760
Closed -$549K 473
2018
Q4
$549K Buy
+20,760
New +$565K 0.23% 136
2018
Q3
Sell
-13,706
Closed -$551K 221
2018
Q2
$551K Buy
13,706
+3,352
+32% +$138K 0.18% 156
2018
Q1
$408K Buy
+10,354
New +$370K 0.12% 211

Institute for Wealth Management's OSB Position: Q1 2021 in Review

Institute for Wealth Management sold out of Norbord Inc. (OSB) in Q1 2021, closing a stake of 6,625 shares — an estimated $286K sold.

Institute for Wealth Management first reported a position in OSB in Q1 2018 and held it in 9 quarters. The position peaked at $551K in Q2 2018. 0 funds tracked by Wall St. Rank hold OSB as of Q1 2021.

  • Institute for Wealth Management reported no remaining Norbord Inc. position as of Q1 2021 after selling out during the quarter.
  • Institute for Wealth Management sold 6,625 Norbord Inc. shares in Q1 2021, an estimated $286K.
  • Institute for Wealth Management first reported a position in Norbord Inc. in Q1 2018 and held it in 9 quarters.
  • Institute for Wealth Management's Norbord Inc. position peaked at $551K in Q2 2018.
  • 0 funds tracked by Wall St. Rank held Norbord Inc. as of Q1 2021.

Based on Institute for Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.