Portside Wealth Group’s Olo Inc OLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-41,882
| Closed | -$185K | – | 394 |
|
|
2024
Q2 | $185K | Sell |
41,882
-1,633
| -4% | -$7.22K | 0.04% | 347 |
|
|
2024
Q1 | $239K | Buy |
43,515
+2,501
| +6% | +$13.7K | 0.04% | 318 |
|
|
2023
Q4 | $235K | Buy |
41,014
+3,467
| +9% | +$19.8K | 0.04% | 309 |
|
|
2023
Q3 | $229K | Sell |
37,547
-2,422
| -6% | -$14.8K | 0.04% | 295 |
|
|
2023
Q2 | $258K | Buy |
+39,969
| New | +$258K | 0.05% | 283 |
|