Advisor Group’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-68
| Closed | -$1K | – | 5296 |
|
|
2019
Q1 | $1K | Hold |
68
| – | – | ﹤0.01% | 5084 |
|
|
2018
Q4 | $2K | Buy |
+68
| New | +$2K | ﹤0.01% | 4815 |
|
|
2017
Q4 | – | Sell |
-63
| Closed | -$1K | – | 5024 |
|
|
2017
Q3 | $1K | Sell |
63
-24
| -28% | -$381 | ﹤0.01% | 4691 |
|
|
2017
Q2 | $2K | Hold |
87
| – | – | ﹤0.01% | 4516 |
|
|
2017
Q1 | $2K | Buy |
87
+30
| +53% | +$690 | ﹤0.01% | 4392 |
|
|
2016
Q4 | $1K | Hold |
57
| – | – | ﹤0.01% | 4368 |
|
|
2016
Q3 | $1K | Buy |
+57
| New | +$1K | ﹤0.01% | 4319 |
|