OFA
Oak Family Advisors’s Ericsson ERIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-380,506
| Closed | -$4.26M | – | 152 |
|
|
2021
Q3 | $4.26M | Buy |
380,506
+183,159
| +93% | +$2.05M | 1.56% | 9 |
|
|
2021
Q2 | $2.48M | Buy |
197,347
+7,500
| +4% | +$94.4K | 1.04% | 24 |
|
|
2021
Q1 | $2.5M | Sell |
189,847
-47,660
| -20% | -$629K | 1.09% | 20 |
|
|
2020
Q4 | $2.84M | Buy |
+237,507
| New | +$2.84M | 1.47% | 11 |
|