OAM
Occidental Asset Management’s Steelcase SCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-11,450
| Closed | -$155K | – | 96 |
|
|
2016
Q2 | $155K | Buy |
11,450
+762
| +7% | +$10.3K | 0.14% | 94 |
|
|
2016
Q1 | $159K | Hold |
10,688
| – | – | 0.19% | 74 |
|
|
2015
Q4 | $159K | Hold |
10,688
| – | – | 0.2% | 66 |
|
|
2015
Q3 | $197K | Hold |
10,688
| – | – | 0.28% | 64 |
|
|
2015
Q2 | $202K | Hold |
10,688
| – | – | 0.27% | 64 |
|
|
2015
Q1 | $202K | Hold |
10,688
| – | – | 0.25% | 62 |
|
|
2014
Q4 | $192K | Hold |
10,688
| – | – | 0.29% | 60 |
|
|
2014
Q3 | $173K | Hold |
10,688
| – | – | 0.28% | 54 |
|
|
2014
Q2 | $162K | Hold |
10,688
| – | – | 0.28% | 53 |
|
|
2014
Q1 | $178K | Buy |
+10,688
| New | +$178K | 0.32% | 53 |
|