CarsonAllaria Wealth Management’s Orion Energy Systems OESX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-68
| Closed | -$1.1K | – | 393 |
|
|
2023
Q2 | $1.1K | Sell |
68
-119
| -64% | -$1.93K | ﹤0.01% | 348 |
|
|
2023
Q1 | $3.79K | Hold |
187
| – | – | ﹤0.01% | 272 |
|
|
2022
Q4 | $3K | Hold |
187
| – | – | ﹤0.01% | 269 |
|
|
2022
Q3 | $3K | Hold |
187
| – | – | ﹤0.01% | 266 |
|
|
2022
Q2 | $4K | Hold |
187
| – | – | ﹤0.01% | 250 |
|
|
2022
Q1 | $5K | Hold |
187
| – | – | ﹤0.01% | 249 |
|
|
2021
Q4 | $7K | Buy |
+187
| New | +$7K | 0.01% | 239 |
|