Occudo Quantitative Strategies’s Finance of America Companies FOA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-2,903
Closed -$43K 1110
2022
Q3
$43K Sell
2,903
-29
-1% -$430 ﹤0.01% 1103
2022
Q2
$46K Sell
2,932
-956
-25% -$15K ﹤0.01% 1076
2022
Q1
$118K Sell
3,888
-4,901
-56% -$149K 0.01% 1006
2021
Q4
$349K Buy
8,789
+1,688
+24% +$67K 0.03% 714
2021
Q3
$352K Buy
+7,101
New +$352K 0.04% 675