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Blue Trust Inc’s Orion OEC Stock Holding History

Blue Trust Inc’s Portfolio OEC Stock Details OEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$54.8K Buy
+8,431
New +$49.9K ﹤0.01% 1280
2024
Q4 		– Sell
-86
Closed -$1.89K – 2807
2024
Q3 		$1.89K Buy
86
+37
+76% +$713 ﹤0.01% 2592
2024
Q2 		$1.15K Buy
+49
New +$1.18K ﹤0.01% 2531
2024
Q1 		– Sell
-11,111
Closed -$236K – 2556
2023
Q4 		$236K Buy
11,111
+111
+1% +$2.55K ﹤0.01% 398
2023
Q3 		$233K Sell
11,000
-6
-0.1% -$131 ﹤0.01% 398
2023
Q2 		$287K Buy
11,006
+6
+0.1% +$145 ﹤0.01% 315
2023
Q1 		$196K Hold
11,000
– – ﹤0.01% 548
2022
Q4 		$147K Hold
11,000
– – ﹤0.01% 557
2022
Q3 		$171K Hold
11,000
– – ﹤0.01% 367
2022
Q2 		$176K Buy
+11,000
New +$184K ﹤0.01% 351

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