Kavar Capital Partners Group’s OFS Capital OFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-12,105
| Closed | -$132K | – | 169 |
|
|
2021
Q4 | $132K | Sell |
12,105
-1,997
| -14% | -$21.8K | 0.03% | 166 |
|
|
2021
Q3 | $146K | Buy |
14,102
+2
| +0% | +$21 | 0.03% | 171 |
|
|
2021
Q2 | $140K | Buy |
14,100
+100
| +0.7% | +$993 | 0.03% | 148 |
|
|
2021
Q1 | $123K | Hold |
14,000
| – | – | 0.03% | 141 |
|
|
2020
Q4 | $100K | Sell |
14,000
-3,750
| -21% | -$26.8K | 0.03% | 151 |
|
|
2020
Q3 | $84K | Hold |
17,750
| – | – | 0.03% | 143 |
|
|
2020
Q2 | $80K | Hold |
17,750
| – | – | 0.03% | 121 |
|
|
2020
Q1 | $72K | Buy |
17,750
+6,250
| +54% | +$25.4K | 0.03% | 116 |
|
|
2019
Q4 | $128K | Buy |
+11,500
| New | +$128K | 0.05% | 129 |
|