OAM
Optimal Asset Management’s Broadridge BR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $9.35M | Buy |
56,087
+66
| +0.1% | +$11K | 1.17% | 5 |
|
|
2021
Q2 | $9.05M | Sell |
56,021
-2
| -0% | -$323 | 1.07% | 7 |
|
|
2021
Q1 | $8.58M | Buy |
56,023
+1,000
| +2% | +$153K | 1.11% | 5 |
|
|
2020
Q4 | $8.43M | Sell |
55,023
-17
| -0% | -$2.61K | 1.2% | 2 |
|
|
2020
Q3 | $7.27M | Sell |
55,040
-124
| -0.2% | -$16.4K | 1.05% | 4 |
|
|
2020
Q2 | $6.96M | Sell |
55,164
-43,861
| -44% | -$5.53M | 1.13% | 2 |
|
|
2020
Q1 | $9.39K | Buy |
99,025
+48,321
| +95% | +$4.58K | 0.88% | 10 |
|
|
2019
Q4 | $6.26M | Buy |
+50,704
| New | +$6.26M | 0.95% | 4 |
|