Summit Global Investments’s Ooma OOMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-32,000
| Closed | -$480K | – | 508 |
|
|
2022
Q1 | $480K | Buy |
32,000
+1,700
| +6% | +$25.5K | 0.04% | 337 |
|
|
2021
Q4 | $619K | Buy |
+30,300
| New | +$619K | 0.04% | 315 |
|
|
2021
Q3 | – | Sell |
-29,600
| Closed | -$558K | – | 539 |
|
|
2021
Q2 | $558K | Buy |
+29,600
| New | +$558K | 0.03% | 335 |
|
|
2021
Q1 | – | Sell |
-32,600
| Closed | -$469K | – | 567 |
|
|
2020
Q4 | $469K | Buy |
32,600
+1,500
| +5% | +$21.6K | 0.05% | 207 |
|
|
2020
Q3 | $406K | Sell |
31,100
-700
| -2% | -$9.14K | 0.04% | 201 |
|
|
2020
Q2 | $524K | Buy |
+31,800
| New | +$524K | 0.06% | 185 |
|