WFG Advisors’s OHA Investment Corporation OHAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $37K | Buy |
29,353
+331
| +1% | +$417 | 0.01% | 782 |
|
|
2017
Q1 | $45K | Buy |
29,022
+867
| +3% | +$1.34K | 0.01% | 687 |
|
|
2016
Q4 | $49K | Buy |
28,155
+1,381
| +5% | +$2.4K | 0.01% | 724 |
|
|
2016
Q3 | $84K | Buy |
26,774
+650
| +2% | +$2.04K | 0.02% | 571 |
|
|
2016
Q2 | $51K | Buy |
26,124
+432
| +2% | +$843 | 0.01% | 683 |
|
|
2016
Q1 | $87K | Sell |
25,692
-2,315
| -8% | -$7.84K | 0.03% | 510 |
|
|
2015
Q4 | $106K | Buy |
28,007
+617
| +2% | +$2.34K | 0.03% | 456 |
|
|
2015
Q3 | $116K | Buy |
27,390
+464
| +2% | +$1.97K | 0.04% | 428 |
|
|
2015
Q2 | $153K | Buy |
26,926
+375
| +1% | +$2.13K | 0.04% | 412 |
|
|
2015
Q1 | $140K | Sell |
26,551
-573
| -2% | -$3.02K | 0.04% | 441 |
|
|
2014
Q4 | $127K | Buy |
+27,124
| New | +$127K | 0.03% | 569 |
|
|
2014
Q3 | – | Sell |
-26,348
| Closed | -$164K | – | 2201 |
|
|
2014
Q2 | $164K | Buy |
26,348
+948
| +4% | +$5.9K | 0.03% | 499 |
|
|
2014
Q1 | $172K | Buy |
25,400
+1,029
| +4% | +$6.97K | 0.03% | 470 |
|
|
2013
Q4 | $182K | Buy |
24,371
+306
| +1% | +$2.29K | 0.03% | 546 |
|
|
2013
Q3 | $179K | Buy |
24,065
+350
| +1% | +$2.6K | 0.03% | 524 |
|
|
2013
Q2 | $145K | Buy |
+23,715
| New | +$145K | 0.02% | 553 |
|