Number of Shares
158,663
Previous 189,636 16.33%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
N/A
-30,973 Reduced 16.33%
158,663 $0
Q4 2023

Feb 09, 2024

SELL
N/A
-9,940 Reduced 4.98%
189,636 $0
Q3 2023

Nov 13, 2023

SELL
N/A
-5,633 Reduced 2.75%
199,576 $0
Q2 2023

Aug 11, 2023

BUY
N/A
205,209 New
205,209 $0
Track This Portfolio

Track O'Shaughnessy Asset Management, LLC Portfolio

Follow O'Shaughnessy Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of O'Shaughnessy Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on O'Shaughnessy Asset Management, LLC with notifications on news.