WAM
Wealthspire Advisors (Maryland)’s Oshkosh OSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $559K | Sell |
7,608
-27
| -0.4% | -$1.98K | 0.02% | 246 |
|
|
2020
Q2 | $547K | Sell |
7,635
-411
| -5% | -$29.4K | 0.04% | 239 |
|
|
2020
Q1 | $518K | Sell |
8,046
-209
| -3% | -$13.5K | 0.05% | 225 |
|
|
2019
Q4 | $781K | Sell |
8,255
-71
| -0.9% | -$6.72K | 0.05% | 207 |
|
|
2019
Q3 | $631K | Buy |
8,326
+882
| +12% | +$66.8K | 0.05% | 220 |
|
|
2019
Q2 | $621K | Sell |
7,444
-300
| -4% | -$25K | 0.05% | 220 |
|
|
2019
Q1 | $582K | Sell |
7,744
-214
| -3% | -$16.1K | 0.04% | 228 |
|
|
2018
Q4 | $488K | Sell |
7,958
-355
| -4% | -$21.8K | 0.04% | 227 |
|
|
2018
Q3 | $592K | Sell |
8,313
-330
| -4% | -$23.5K | 0.05% | 211 |
|
|
2018
Q2 | $608K | Sell |
8,643
-211
| -2% | -$14.8K | 0.06% | 200 |
|
|
2018
Q1 | $684K | Buy |
8,854
+470
| +6% | +$36.3K | 0.06% | 190 |
|
|
2017
Q4 | $762K | Buy |
8,384
+991
| +13% | +$90.1K | 0.07% | 168 |
|
|
2017
Q3 | $610K | Sell |
7,393
-307
| -4% | -$25.3K | 0.07% | 207 |
|
|
2017
Q2 | $530K | Sell |
7,700
-466
| -6% | -$32.1K | 0.06% | 216 |
|
|
2017
Q1 | $560K | Sell |
8,166
-719
| -8% | -$49.3K | 0.08% | 162 |
|
|
2016
Q4 | $574K | Hold |
8,885
| – | – | 0.09% | 152 |
|
|
2016
Q3 | $498K | Sell |
8,885
-2,895
| -25% | -$162K | 0.08% | 177 |
|
|
2016
Q2 | $562K | Sell |
11,780
-770
| -6% | -$36.7K | 0.09% | 145 |
|
|
2016
Q1 | $513K | Sell |
12,550
-2,905
| -19% | -$119K | 0.09% | 150 |
|
|
2015
Q4 | $603K | Buy |
+15,455
| New | +$603K | 0.11% | 131 |
|