Covestor’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7K | Hold |
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|
2025
Q2 | $10K | Hold |
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|
2025
Q1 | $13K | Sell |
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|
2024
Q4 | $17K | Sell |
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|
2024
Q3 | $24K | Sell |
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|
2024
Q2 | $99K | Hold |
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|
2024
Q1 | $106K | Sell |
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|
2023
Q4 | $158K | Hold |
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|
2023
Q3 | $121K | Buy |
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|
2023
Q2 | $111K | Buy |
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|
2023
Q1 | $110K | Sell |
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|
2022
Q4 | $84K | Buy |
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|
2022
Q3 | $61K | Sell |
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|
2022
Q2 | $71K | Buy |
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|
2022
Q1 | $48K | Buy |
|