LGT Financial Advisors’s OFS Credit Co OCCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,228
| Closed | -$23.9K | – | 758 |
|
|
2024
Q3 | $23.9K | Hold |
3,228
| – | – | 0.06% | 244 |
|
|
2024
Q2 | $23.3K | Hold |
3,228
| – | – | 0.05% | 273 |
|
|
2024
Q1 | $23.1K | Sell |
3,228
-1
| -0% | -$7 | 0.03% | 336 |
|
|
2023
Q4 | $20.9K | Buy |
3,229
+162
| +5% | +$1.05K | 0.03% | 345 |
|
|
2023
Q3 | $21.7K | Buy |
+3,067
| New | +$21.7K | 0.03% | 325 |
|