Transamerica Financial Advisors’s Oshkosh OSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-273
| Closed | -$11K | – | 834 |
|
2015
Q4 | $11K | Hold |
273
| – | – | ﹤0.01% | 589 |
|
2015
Q3 | $10K | Hold |
273
| – | – | ﹤0.01% | 580 |
|
2015
Q2 | $12K | Hold |
273
| – | – | ﹤0.01% | 613 |
|
2015
Q1 | $14K | Hold |
273
| – | – | ﹤0.01% | 583 |
|
2014
Q4 | $14K | Sell |
273
-5,023
| -95% | -$258K | ﹤0.01% | 470 |
|
2014
Q3 | $234K | Hold |
5,296
| – | – | 0.02% | 243 |
|
2014
Q2 | $294K | Buy |
5,296
+273
| +5% | +$15.2K | 0.03% | 239 |
|
2014
Q1 | $296K | Buy |
+5,023
| New | +$296K | 0.03% | 213 |
|