WR Wealth Planners’s OSI Systems OSIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $83.7K | Hold |
500
| – | – | 0.03% | 255 |
|
|
2024
Q3 | $75.9K | Hold |
500
| – | – | 0.02% | 289 |
|
|
2024
Q2 | $68.8K | Hold |
500
| – | – | 0.02% | 296 |
|
|
2024
Q1 | $71.4K | Buy |
+500
| New | +$71.4K | 0.02% | 291 |
|
|
2023
Q4 | – | Sell |
-500
| Closed | -$59K | – | 640 |
|
|
2023
Q3 | $59K | Hold |
500
| – | – | 0.02% | 301 |
|
|
2023
Q2 | $58.9K | Hold |
500
| – | – | 0.02% | 299 |
|
|
2023
Q1 | $51.2K | Buy |
+500
| New | +$51.2K | 0.02% | 316 |
|