KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Oshkosh OSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,932
| Closed | -$739K | – | 102 |
|
|
2021
Q2 | $739K | Sell |
5,932
-1,291
| -18% | -$161K | 0.29% | 58 |
|
|
2021
Q1 | $857K | Sell |
7,223
-93
| -1% | -$11K | 0.45% | 48 |
|
|
2020
Q4 | $630K | Sell |
7,316
-30
| -0.4% | -$2.58K | 0.37% | 58 |
|
|
2020
Q3 | $540K | Buy |
7,346
+342
| +5% | +$25.1K | 0.4% | 61 |
|
|
2020
Q2 | $502K | Buy |
7,004
+440
| +7% | +$31.5K | 0.46% | 54 |
|
|
2020
Q1 | $422K | Buy |
6,564
+681
| +12% | +$43.8K | 0.47% | 53 |
|
|
2019
Q4 | $557K | Buy |
+5,883
| New | +$557K | 0.47% | 57 |
|