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.