WEPOG
OCCI
Wealth Enhancement & Preservation of GA’s OFS Credit Co OCCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $508K | Buy |
60,804
+813
| +1% | +$6.8K | 0.49% | 34 |
|
|
2023
Q1 | $552K | Buy |
59,991
+1,123
| +2% | +$10.3K | 0.66% | 35 |
|
|
2022
Q4 | $478K | Buy |
58,868
+3,379
| +6% | +$27.4K | 0.78% | 37 |
|
|
2022
Q3 | $491K | Buy |
55,489
+34,405
| +163% | +$304K | 0.79% | 24 |
|
|
2022
Q2 | $191K | Buy |
21,084
+721
| +4% | +$6.53K | 0.2% | 52 |
|
|
2022
Q1 | $253K | Buy |
20,363
+326
| +2% | +$4.05K | 0.2% | 48 |
|
|
2021
Q4 | $267K | Buy |
20,037
+179
| +0.9% | +$2.39K | 0.18% | 47 |
|
|
2021
Q3 | $270K | Sell |
19,858
-137
| -0.7% | -$1.86K | 0.21% | 48 |
|
|
2021
Q2 | $291K | Buy |
19,995
+7,056
| +55% | +$103K | 0.21% | 51 |
|
|
2021
Q1 | $193K | Buy |
+12,939
| New | +$193K | 0.15% | 51 |
|