PWP
Personal Wealth Partners’s Oshkosh OSK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-300
| Closed | -$37K | – | 300 |
|
2021
Q2 | $37K | Buy |
+300
| New | +$37K | 0.01% | 168 |
|
2020
Q1 | – | Sell |
-304
| Closed | -$29K | – | 442 |
|
2019
Q4 | $29K | Hold |
304
| – | – | 0.01% | 176 |
|
2019
Q3 | $23K | Buy |
304
+4
| +1% | +$303 | 0.01% | 193 |
|
2019
Q2 | $25K | Buy |
+300
| New | +$25K | 0.01% | 171 |
|