Wealthstar Advisors’s OFS Capital OFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-12,100
| Closed | -$121K | – | 116 |
|
|
2021
Q2 | $121K | Buy |
+12,100
| New | +$121K | 0.04% | 101 |
|
|
2020
Q1 | $55K | Buy |
+13,750
| New | +$55K | 0.04% | 60 |
|
|
2019
Q4 | – | Sell |
-22,550
| Closed | -$262K | – | 76 |
|
|
2019
Q3 | $262K | Sell |
22,550
-2,480
| -10% | -$28.8K | 0.15% | 48 |
|
|
2019
Q2 | $300K | Sell |
25,030
-2,800
| -10% | -$33.6K | 0.18% | 41 |
|
|
2019
Q1 | $327K | Sell |
27,830
-800
| -3% | -$9.4K | 0.2% | 35 |
|
|
2018
Q4 | $304K | Sell |
28,630
-880
| -3% | -$9.34K | 0.23% | 37 |
|
|
2018
Q3 | $353K | Hold |
29,510
| – | – | 0.21% | 40 |
|
|
2018
Q2 | $346K | Sell |
29,510
-2,050
| -6% | -$24K | 0.11% | 39 |
|
|
2018
Q1 | $354K | Buy |
+31,560
| New | +$354K | 0.11% | 29 |
|