Valeo Financial Advisors’s OFS Capital OFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-100
| Closed | -$1K | – | 2033 |
|
|
2020
Q4 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 1566 |
|
|
2020
Q3 | – | Sell |
-617
| Closed | -$3K | – | 1905 |
|
|
2020
Q2 | $3K | Buy |
617
+23
| +4% | +$112 | ﹤0.01% | 1599 |
|
|
2020
Q1 | $3K | Buy |
594
+44
| +8% | +$222 | ﹤0.01% | 1381 |
|
|
2019
Q4 | $6K | Buy |
550
+16
| +3% | +$175 | ﹤0.01% | 1226 |
|
|
2019
Q3 | $6K | Buy |
534
+15
| +3% | +$169 | ﹤0.01% | 1150 |
|
|
2019
Q2 | $6K | Buy |
519
+14
| +3% | +$162 | ﹤0.01% | 1155 |
|
|
2019
Q1 | $6K | Buy |
505
+14
| +3% | +$166 | ﹤0.01% | 1099 |
|
|
2018
Q4 | $5K | Buy |
491
+16
| +3% | +$163 | ﹤0.01% | 1078 |
|
|
2018
Q3 | $5K | Buy |
475
+26
| +6% | +$274 | ﹤0.01% | 1192 |
|
|
2018
Q2 | $5K | Hold |
449
| – | – | ﹤0.01% | 1136 |
|
|
2018
Q1 | $5K | Buy |
449
+27
| +6% | +$301 | ﹤0.01% | 1144 |
|
|
2017
Q4 | $5K | Buy |
422
+12
| +3% | +$142 | ﹤0.01% | 1016 |
|
|
2017
Q3 | $5K | Buy |
+410
| New | +$5K | ﹤0.01% | 872 |
|