Creative Planning’s Orion Energy Systems OESX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,000
| Closed | -$9K | – | 1947 |
|
|
2017
Q4 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 1873 |
|
|
2017
Q3 | $11K | Hold |
1,000
| – | – | ﹤0.01% | 1841 |
|
|
2017
Q2 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 3427 |
|
|
2017
Q1 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 3102 |
|
|
2016
Q4 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 2978 |
|
|
2016
Q3 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 3281 |
|
|
2016
Q2 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 3093 |
|
|
2016
Q1 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 2982 |
|
|
2015
Q4 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 2743 |
|
|
2015
Q3 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 2787 |
|
|
2015
Q2 | $25K | Hold |
1,000
| – | – | ﹤0.01% | 1037 |
|
|
2015
Q1 | $31K | Hold |
1,000
| – | – | ﹤0.01% | 2355 |
|
|
2014
Q4 | $55K | Sell |
1,000
-500
| -33% | -$27.5K | ﹤0.01% | 1931 |
|
|
2014
Q3 | $80K | Buy |
1,500
+500
| +50% | +$26.7K | ﹤0.01% | 1613 |
|
|
2014
Q2 | $41K | Hold |
1,000
| – | – | ﹤0.01% | 1983 |
|
|
2014
Q1 | $73K | Hold |
1,000
| – | – | ﹤0.01% | 1578 |
|
|
2013
Q4 | $68K | Sell |
1,000
-200
| -17% | -$13.6K | ﹤0.01% | 1415 |
|
|
2013
Q3 | $45K | Hold |
1,200
| – | – | ﹤0.01% | 1576 |
|
|
2013
Q2 | $30K | Buy |
+1,200
| New | +$30K | ﹤0.01% | 1680 |
|