Aperio Group’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $509K | Buy |
29,707
+240
| +0.8% | +$4.11K | ﹤0.01% | 1957 |
|
|
2020
Q3 | $369K | Sell |
29,467
-1,238
| -4% | -$15.5K | ﹤0.01% | 1976 |
|
|
2020
Q2 | $325K | Buy |
30,705
+10,886
| +55% | +$115K | ﹤0.01% | 1984 |
|
|
2020
Q1 | $148K | Buy |
19,819
+3,647
| +23% | +$27.2K | ﹤0.01% | 2149 |
|
|
2019
Q4 | $312K | Buy |
+16,172
| New | +$312K | ﹤0.01% | 2048 |
|
|
2019
Q3 | – | Sell |
-20,951
| Closed | -$449K | – | 2616 |
|
|
2019
Q2 | $449K | Buy |
+20,951
| New | +$449K | ﹤0.01% | 1844 |
|