CAPTRUST Financial Advisors’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-192
| Closed | -$3K | – | 3380 |
|
|
2022
Q2 | $3K | Hold |
192
| – | – | ﹤0.01% | 4320 |
|
|
2022
Q1 | $3K | Hold |
192
| – | – | ﹤0.01% | 4372 |
|
|
2021
Q4 | $4K | Hold |
192
| – | – | ﹤0.01% | 4180 |
|
|
2021
Q3 | $4K | Hold |
192
| – | – | ﹤0.01% | 4047 |
|
|
2021
Q2 | $4K | Hold |
192
| – | – | ﹤0.01% | 3954 |
|
|
2021
Q1 | $4K | Buy |
+192
| New | +$4K | ﹤0.01% | 3812 |
|