Integrated Wealth Concepts’s Oatly Group OTLY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-648
| Closed | -$11.6K | – | 1647 |
|
2023
Q3 | $11.6K | Buy |
648
+100
| +18% | +$1.79K | ﹤0.01% | 1549 |
|
2023
Q2 | $22.4K | Buy |
548
+23
| +4% | +$942 | ﹤0.01% | 1538 |
|
2023
Q1 | $25K | Hold |
525
| – | – | ﹤0.01% | 1321 |
|
2022
Q4 | $18K | Hold |
525
| – | – | ﹤0.01% | 1022 |
|
2022
Q3 | $28K | Buy |
+525
| New | +$28K | ﹤0.01% | 940 |
|
2022
Q2 | – | Sell |
-550
| Closed | -$55K | – | 1050 |
|
2022
Q1 | $55K | Buy |
+550
| New | +$55K | ﹤0.01% | 922 |
|