Baldwin Wealth Partners’s Orion Office REIT ONL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-60
| Closed | -$240 | – | 770 |
|
|
2024
Q3 | $240 | Hold |
60
| – | – | ﹤0.01% | 1056 |
|
|
2024
Q2 | $215 | Hold |
60
| – | – | ﹤0.01% | 757 |
|
|
2024
Q1 | $211 | Hold |
60
| – | – | ﹤0.01% | 683 |
|
|
2023
Q4 | $343 | Sell |
60
-10
| -14% | -$57 | ﹤0.01% | 705 |
|
|
2023
Q3 | $365 | Hold |
70
| – | – | ﹤0.01% | 730 |
|
|
2023
Q2 | $463 | Hold |
70
| – | – | ﹤0.01% | 741 |
|
|
2023
Q1 | $469 | Buy |
70
+10
| +17% | +$67 | ﹤0.01% | 778 |
|
|
2022
Q4 | $512 | Hold |
60
| – | – | ﹤0.01% | 761 |
|
|
2022
Q3 | $1K | Hold |
60
| – | – | ﹤0.01% | 649 |
|
|
2022
Q2 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 676 |
|
|
2022
Q1 | – | Sell |
-120
| Closed | -$2K | – | 687 |
|
|
2021
Q4 | $2K | Buy |
+120
| New | +$2K | ﹤0.01% | 605 |
|