Summit Financial Wealth Advisors’s Owens Corning OC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-32,050
| Closed | -$2.58M | – | 153 |
|
|
2018
Q2 | $2.58M | Hold |
32,050
| – | – | 0.86% | 38 |
|
|
2018
Q1 | $2.58M | Buy |
32,050
+1,608
| +5% | +$129K | 0.85% | 38 |
|
|
2017
Q4 | $2.8M | Buy |
30,442
+193
| +0.6% | +$17.7K | 0.96% | 33 |
|
|
2017
Q3 | $2.34M | Buy |
30,249
+13,514
| +81% | +$1.05M | 0.85% | 40 |
|
|
2017
Q2 | $1.12M | Buy |
16,735
+12,185
| +268% | +$815K | 0.44% | 58 |
|
|
2017
Q1 | $279K | Buy |
+4,550
| New | +$279K | 0.12% | 116 |
|