Advisornet Financial’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,500
| Closed | -$44.5K | – | 2160 |
|
|
2024
Q3 | $44.5K | Sell |
2,500
-1,300
| -34% | -$23.2K | ﹤0.01% | 931 |
|
|
2024
Q2 | $83.4K | Buy |
3,800
+3,500
| +1,167% | +$76.8K | 0.01% | 681 |
|
|
2024
Q1 | $7.06K | Hold |
300
| – | – | ﹤0.01% | 1372 |
|
|
2023
Q4 | $8.32K | Hold |
300
| – | – | ﹤0.01% | 1357 |
|
|
2023
Q3 | $6.38K | Hold |
300
| – | – | ﹤0.01% | 1354 |
|
|
2023
Q2 | $6.37K | Hold |
300
| – | – | ﹤0.01% | 1445 |
|
|
2023
Q1 | $7.83K | Hold |
300
| – | – | ﹤0.01% | 1373 |
|
|
2022
Q4 | $5.34K | Hold |
300
| – | – | ﹤0.01% | 1452 |
|
|
2022
Q3 | $4K | Hold |
300
| – | – | ﹤0.01% | 1542 |
|
|
2022
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 1501 |
|
|
2022
Q1 | $5K | Hold |
300
| – | – | ﹤0.01% | 1612 |
|
|
2021
Q4 | $6K | Hold |
300
| – | – | ﹤0.01% | 1601 |
|
|
2021
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 1614 |
|
|
2021
Q2 | $6K | Hold |
300
| – | – | ﹤0.01% | 1519 |
|
|
2021
Q1 | $6K | Hold |
300
| – | – | ﹤0.01% | 1464 |
|
|
2020
Q4 | $5K | Buy |
+300
| New | +$5K | ﹤0.01% | 1433 |
|