Capital Management Associates (New York)’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-19,000
| Closed | -$610K | – | 125 |
|
|
2018
Q3 | $610K | Hold |
19,000
| – | – | 0.76% | 55 |
|
|
2018
Q2 | $586K | Hold |
19,000
| – | – | 0.73% | 61 |
|
|
2018
Q1 | $515K | Hold |
19,000
| – | – | 0.79% | 56 |
|
|
2017
Q4 | $486K | Hold |
19,000
| – | – | 0.69% | 68 |
|
|
2017
Q3 | $427K | Buy |
+19,000
| New | +$427K | 0.61% | 82 |
|