Wellspring Financial Advisors’s OCA Acquisition Corp. Class A Common Stock OCAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $171K | Hold |
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|
2024
Q2 | $171K | Hold |
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|
2024
Q1 | $166K | Hold |
|
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|
2023
Q4 | $165K | Hold |
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|
2023
Q3 | $163K | Hold |
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|
2023
Q2 | $160K | Hold |
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|
2023
Q1 | $158K | Hold |
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|
2022
Q4 | $157K | Hold |
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|
2022
Q3 | $154K | Hold |
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|
2022
Q2 | $153K | Hold |
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|
2022
Q1 | $154K | Hold |
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|
2021
Q4 | $152K | Hold |
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|
2021
Q3 | $151K | Hold |
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|
2021
Q2 | $152K | Buy |
|