TW
TrinityPoint Wealth’s Oshkosh OSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,752
| Closed | -$685K | – | 293 |
|
|
2022
Q3 | $685K | Buy |
9,752
+90
| +0.9% | +$6.32K | 0.16% | 135 |
|
|
2022
Q2 | $794K | Buy |
9,662
+318
| +3% | +$26.1K | 0.18% | 119 |
|
|
2022
Q1 | $940K | Buy |
9,344
+885
| +10% | +$89K | 0.17% | 118 |
|
|
2021
Q4 | $953K | Buy |
8,459
+288
| +4% | +$32.4K | 0.17% | 117 |
|
|
2021
Q3 | $836K | Buy |
8,171
+366
| +5% | +$37.4K | 0.16% | 128 |
|
|
2021
Q2 | $973K | Buy |
7,805
+362
| +5% | +$45.1K | 0.2% | 113 |
|
|
2021
Q1 | $883K | Buy |
+7,443
| New | +$883K | 0.21% | 108 |
|