Barrow, Hanley, Mewhinney & Strauss’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-193
| Closed | -$4.54K | – | 328 |
|
|
2024
Q1 | $4.54K | Hold |
193
| – | – | ﹤0.01% | 242 |
|
|
2023
Q4 | $5.35K | Hold |
193
| – | – | ﹤0.01% | 225 |
|
|
2023
Q3 | $4.11K | Hold |
193
| – | – | ﹤0.01% | 236 |
|
|
2023
Q2 | $4.1K | Hold |
193
| – | – | ﹤0.01% | 226 |
|
|
2023
Q1 | $5.04K | Hold |
193
| – | – | ﹤0.01% | 225 |
|
|
2022
Q4 | $3.44K | Hold |
193
| – | – | ﹤0.01% | 233 |
|
|
2022
Q3 | $3K | Hold |
193
| – | – | ﹤0.01% | 240 |
|
|
2022
Q2 | $3K | Sell |
193
-43
| -18% | -$668 | ﹤0.01% | 245 |
|
|
2022
Q1 | $4K | Buy |
+236
| New | +$4K | ﹤0.01% | 249 |
|
|
2020
Q2 | – | Sell |
-2,396
| Closed | -$18K | – | 376 |
|
|
2020
Q1 | $18K | Buy |
+2,396
| New | +$18K | ﹤0.01% | 338 |
|