Creative Planning’s Oritani Financial Corp. New ORIT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-4,689
| Closed | -$80K | – | 4137 |
|
2017
Q2 | $80K | Hold |
4,689
| – | – | ﹤0.01% | 2139 |
|
2017
Q1 | $80K | Hold |
4,689
| – | – | ﹤0.01% | 2100 |
|
2016
Q4 | $88K | Hold |
4,689
| – | – | ﹤0.01% | 1945 |
|
2016
Q3 | $74K | Sell |
4,689
-3,968
| -46% | -$62.6K | ﹤0.01% | 2053 |
|
2016
Q2 | $138K | Buy |
8,657
+2,794
| +48% | +$44.5K | ﹤0.01% | 1459 |
|
2016
Q1 | $99K | Buy |
5,863
+2,206
| +60% | +$37.3K | ﹤0.01% | 1636 |
|
2015
Q4 | $60K | Sell |
3,657
-1,176
| -24% | -$19.3K | ﹤0.01% | 1954 |
|
2015
Q3 | $75K | Buy |
+4,833
| New | +$75K | ﹤0.01% | 1758 |
|
2015
Q2 | – | Sell |
-1,176
| Closed | -$17K | – | 3353 |
|
2015
Q1 | $17K | Buy |
+1,176
| New | +$17K | ﹤0.01% | 2827 |
|