Melfa Wealth Management’s OFS Credit Co OCCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.1K | Buy |
10,286
+7
| +0.1% | +$44 | 0.04% | 199 |
|
|
2025
Q1 | $62.9K | Buy |
10,279
+5
| +0% | +$31 | 0.04% | 199 |
|
|
2024
Q4 | $73K | Hold |
10,274
| – | – | 0.05% | 198 |
|
|
2024
Q3 | $76.1K | Hold |
10,274
| – | – | 0.05% | 197 |
|
|
2024
Q2 | $74K | Buy |
10,274
+79
| +0.8% | +$569 | 0.05% | 196 |
|
|
2024
Q1 | $73K | Buy |
+10,195
| New | +$73K | 0.05% | 191 |
|