Oxler Private Wealth’s First American FAF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-17,507
| Closed | -$989K | – | 79 |
|
2023
Q3 | $989K | Buy |
17,507
+148
| +0.9% | +$8.36K | 0.5% | 44 |
|
2023
Q2 | $990K | Buy |
17,359
+161
| +0.9% | +$9.18K | 0.47% | 45 |
|
2023
Q1 | $957K | Buy |
17,198
+168
| +1% | +$9.35K | 0.47% | 49 |
|
2022
Q4 | $891K | Sell |
17,030
-39
| -0.2% | -$2.04K | 0.48% | 51 |
|
2022
Q3 | $787K | Buy |
17,069
+162
| +1% | +$7.47K | 0.44% | 56 |
|
2022
Q2 | $895K | Buy |
16,907
+5,154
| +44% | +$273K | 0.43% | 58 |
|
2022
Q1 | $761K | Buy |
11,753
+378
| +3% | +$24.5K | 0.34% | 70 |
|
2021
Q4 | $889K | Buy |
11,375
+2,275
| +25% | +$178K | 0.37% | 68 |
|
2021
Q3 | $744K | Buy |
9,100
+2,000
| +28% | +$164K | 0.33% | 82 |
|
2021
Q2 | $442K | Buy |
+7,100
| New | +$442K | 0.19% | 102 |
|