Advisory Services Network’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,092
| Closed | -$28.5K | – | 2922 |
|
|
2023
Q1 | $28.5K | Buy |
+1,092
| New | +$28.5K | ﹤0.01% | 2337 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 2581 |
|
|
2020
Q4 | – | Sell |
-47
| Closed | -$1K | – | 3599 |
|
|
2020
Q3 | $1K | Buy |
+47
| New | +$1K | ﹤0.01% | 3364 |
|
|
2020
Q2 | – | Sell |
-800
| Closed | -$6K | – | 2200 |
|
|
2020
Q1 | $6K | Hold |
800
| – | – | ﹤0.01% | 2421 |
|
|
2019
Q4 | $15K | Buy |
+800
| New | +$15K | ﹤0.01% | 2159 |
|
|
2015
Q2 | – | Sell |
-369
| Closed | -$7K | – | 1476 |
|
|
2015
Q1 | $7K | Hold |
369
| – | – | ﹤0.01% | 912 |
|
|
2014
Q4 | $6K | Buy |
+369
| New | +$6K | ﹤0.01% | 861 |
|