WLPWM
OSH
Walled Lake Planning & Wealth Management’s Oak Street Health, Inc. OSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,750
| Closed | -$222K | – | 105 |
|
|
2023
Q1 | $222K | Buy |
+5,750
| New | +$222K | 0.12% | 79 |
|
|
2021
Q4 | – | Sell |
-750
| Closed | -$32K | – | 328 |
|
|
2021
Q3 | $32K | Hold |
750
| – | – | 0.02% | 191 |
|
|
2021
Q2 | $44K | Hold |
750
| – | – | 0.03% | 159 |
|
|
2021
Q1 | $41K | Hold |
750
| – | – | 0.03% | 157 |
|
|
2020
Q4 | $46K | Hold |
750
| – | – | 0.03% | 138 |
|
|
2020
Q3 | $40K | Buy |
+750
| New | +$40K | 0.03% | 140 |
|