Wellspring Financial Advisors’s OCA Acquisition Corp. Class A Common Stock OCAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,300
| Closed | -$171K | – | 180 |
|
|
2024
Q3 | $171K | Hold |
15,300
| – | – | 0.02% | 155 |
|
|
2024
Q2 | $171K | Hold |
15,300
| – | – | 0.02% | 144 |
|
|
2024
Q1 | $166K | Hold |
15,300
| – | – | 0.03% | 133 |
|
|
2023
Q4 | $165K | Hold |
15,300
| – | – | 0.04% | 129 |
|
|
2023
Q3 | $163K | Hold |
15,300
| – | – | 0.05% | 113 |
|
|
2023
Q2 | $160K | Hold |
15,300
| – | – | 0.05% | 106 |
|
|
2023
Q1 | $158K | Hold |
15,300
| – | – | 0.05% | 112 |
|
|
2022
Q4 | $157K | Hold |
15,300
| – | – | 0.05% | 112 |
|
|
2022
Q3 | $154K | Hold |
15,300
| – | – | 0.06% | 88 |
|
|
2022
Q2 | $153K | Hold |
15,300
| – | – | 0.05% | 89 |
|
|
2022
Q1 | $154K | Hold |
15,300
| – | – | 0.05% | 103 |
|
|
2021
Q4 | $152K | Hold |
15,300
| – | – | 0.04% | 102 |
|
|
2021
Q3 | $151K | Hold |
15,300
| – | – | 0.05% | 98 |
|
|
2021
Q2 | $152K | Buy |
+15,300
| New | +$152K | 0.05% | 97 |
|