Valeo Financial Advisors’s OceanFirst Financial OCFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,001
| Closed | -$23K | – | 1633 |
|
|
2018
Q4 | $23K | Hold |
1,001
| – | – | ﹤0.01% | 673 |
|
|
2018
Q3 | $25K | Hold |
1,001
| – | – | ﹤0.01% | 697 |
|
|
2018
Q2 | $29K | Hold |
1,001
| – | – | ﹤0.01% | 660 |
|
|
2018
Q1 | $27K | Sell |
1,001
-1,149
| -53% | -$31K | ﹤0.01% | 631 |
|
|
2017
Q4 | $56K | Buy |
2,150
+1,001
| +87% | +$26.1K | 0.01% | 451 |
|
|
2017
Q3 | $32K | Buy |
+1,149
| New | +$32K | 0.01% | 480 |
|