Valeo Financial Advisors’s Oshkosh OSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-505
| Closed | -$60K | – | 1311 |
|
|
2021
Q1 | $60K | Buy |
505
+5
| +1% | +$594 | ﹤0.01% | 761 |
|
|
2020
Q4 | $43K | Hold |
500
| – | – | ﹤0.01% | 808 |
|
|
2020
Q3 | $37K | Sell |
500
-29
| -5% | -$2.15K | ﹤0.01% | 720 |
|
|
2020
Q2 | $38K | Buy |
529
+29
| +6% | +$2.08K | ﹤0.01% | 787 |
|
|
2020
Q1 | $33K | Hold |
500
| – | – | ﹤0.01% | 712 |
|
|
2019
Q4 | $47K | Hold |
500
| – | – | ﹤0.01% | 667 |
|
|
2019
Q3 | $38K | Hold |
500
| – | – | ﹤0.01% | 678 |
|
|
2019
Q2 | $42K | Hold |
500
| – | – | ﹤0.01% | 652 |
|
|
2019
Q1 | $38K | Hold |
500
| – | – | ﹤0.01% | 619 |
|
|
2018
Q4 | $31K | Hold |
500
| – | – | ﹤0.01% | 598 |
|
|
2018
Q3 | $28K | Hold |
500
| – | – | ﹤0.01% | 663 |
|
|
2018
Q2 | $35K | Hold |
500
| – | – | ﹤0.01% | 619 |
|
|
2018
Q1 | $39K | Hold |
500
| – | – | 0.01% | 539 |
|
|
2017
Q4 | $45K | Buy |
+500
| New | +$45K | 0.01% | 487 |
|