Wealthspire Advisors (New York)’s One Stop Systems OSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-20,000
| Closed | -$57.4K | – | 613 |
|
|
2023
Q2 | $57.4K | Hold |
20,000
| – | – | ﹤0.01% | 551 |
|
|
2023
Q1 | $49.6K | Hold |
20,000
| – | – | ﹤0.01% | 522 |
|
|
2022
Q4 | $60.2K | Hold |
20,000
| – | – | ﹤0.01% | 569 |
|
|
2022
Q3 | $64K | Hold |
20,000
| – | – | ﹤0.01% | 501 |
|
|
2022
Q2 | $79K | Hold |
20,000
| – | – | ﹤0.01% | 484 |
|
|
2022
Q1 | $76K | Hold |
20,000
| – | – | ﹤0.01% | 422 |
|
|
2021
Q4 | $99K | Hold |
20,000
| – | – | ﹤0.01% | 526 |
|
|
2021
Q3 | $101K | Hold |
20,000
| – | – | ﹤0.01% | 566 |
|
|
2021
Q2 | $116K | Hold |
20,000
| – | – | ﹤0.01% | 360 |
|
|
2021
Q1 | $127K | Buy |
+20,000
| New | +$127K | ﹤0.01% | 690 |
|