CW
Connectus Wealth’s Old Republic International ORI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,000
| Closed | -$269K | – | 530 |
|
|
2023
Q3 | $269K | Sell |
10,000
-13,800
| -58% | -$372K | 0.01% | 439 |
|
|
2023
Q2 | $599K | Hold |
23,800
| – | – | 0.01% | 331 |
|
|
2023
Q1 | $594K | Hold |
23,800
| – | – | 0.01% | 326 |
|
|
2022
Q4 | $575K | Hold |
23,800
| – | – | 0.01% | 330 |
|
|
2022
Q3 | $498K | Hold |
23,800
| – | – | 0.01% | 403 |
|
|
2022
Q2 | $532K | Hold |
23,800
| – | – | 0.01% | 329 |
|
|
2022
Q1 | $585K | Sell |
23,800
-5
| -0% | -$123 | 0.02% | 297 |
|
|
2021
Q4 | $585K | Buy |
+23,805
| New | +$585K | 0.02% | 260 |
|