Montag & Associates’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 |
-350
| Closed | -$6.27K | – | 931 |
|
2023
Q3 | $6.27K | Sell |
350
-40
| -10% | -$717 | ﹤0.01% | 783 |
|
2023
Q2 | $16K | Hold |
390
| – | – | ﹤0.01% | 689 |
|
2023
Q1 | $18.9K | Sell |
390
-80
| -17% | -$3.87K | ﹤0.01% | 670 |
|
2022
Q4 | $16.4K | Hold |
470
| – | – | ﹤0.01% | 682 |
|
2022
Q3 | $25K | Hold |
470
| – | – | ﹤0.01% | 639 |
|
2022
Q2 | $33K | Buy |
470
+455
| +3,033% | +$31.9K | ﹤0.01% | 592 |
|
2022
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 786 |
|
2021
Q4 | $2K | Sell |
15
-5
| -25% | -$667 | ﹤0.01% | 800 |
|
2021
Q3 | $6K | Buy |
20
+15
| +300% | +$4.5K | ﹤0.01% | 763 |
|
2021
Q2 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 789 |
|