Cherry Tree Wealth Management’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-315
| Closed | -$4.07K | – | 710 |
|
|
2025
Q1 | $4.07K | Hold |
315
| – | – | ﹤0.01% | 557 |
|
|
2024
Q4 | $4.97K | Hold |
315
| – | – | ﹤0.01% | 476 |
|
|
2024
Q3 | $5.61K | Hold |
315
| – | – | ﹤0.01% | 470 |
|
|
2024
Q2 | $6.91K | Sell |
315
-240
| -43% | -$5.27K | ﹤0.01% | 437 |
|
|
2024
Q1 | $13.1K | Hold |
555
| – | – | ﹤0.01% | 352 |
|
|
2023
Q4 | $15.4K | Buy |
+555
| New | +$15.4K | ﹤0.01% | 322 |
|