Next Financial Group’s OFS Capital OFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,322
| Closed | -$30K | – | 2453 |
|
|
2016
Q3 | $30K | Hold |
2,322
| – | – | 0.01% | 1176 |
|
|
2016
Q2 | $29K | Buy |
2,322
+1,022
| +79% | +$12.8K | 0.01% | 824 |
|
|
2016
Q1 | $16K | Hold |
1,300
| – | – | 0.01% | 1022 |
|
|
2015
Q4 | $14K | Hold |
1,300
| – | – | 0.01% | 1060 |
|
|
2015
Q3 | $13K | Hold |
1,300
| – | – | ﹤0.01% | 1116 |
|
|
2015
Q2 | $15K | Hold |
1,300
| – | – | 0.01% | 1119 |
|
|
2015
Q1 | $15K | Buy |
+1,300
| New | +$15K | ﹤0.01% | 1111 |
|