Wallace Advisory Group’s Olo Inc OLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,867
| Closed | -$56.9K | – | 191 |
|
|
2024
Q3 | $56.9K | Hold |
12,867
| – | – | 0.04% | 175 |
|
|
2024
Q2 | $56.9K | Buy |
+12,867
| New | +$56.9K | 0.04% | 176 |
|
|
2024
Q1 | – | Sell |
-13,557
| Closed | -$82.2K | – | 186 |
|
|
2023
Q4 | $82.2K | Sell |
13,557
-546
| -4% | -$3.31K | 0.06% | 162 |
|
|
2023
Q3 | $91.1K | Sell |
14,103
-217
| -2% | -$1.4K | 0.07% | 169 |
|
|
2023
Q2 | $117K | Hold |
14,320
| – | – | 0.09% | 164 |
|
|
2023
Q1 | $117K | Buy |
+14,320
| New | +$117K | 0.09% | 164 |
|