Eads & Heald Wealth Management’s Old Republic International ORI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-10,490
| Closed | -$215K | – | 130 |
|
|
2017
Q1 | $215K | Sell |
10,490
-130
| -1% | -$2.66K | 0.14% | 123 |
|
|
2016
Q4 | $202K | Buy |
10,620
+135
| +1% | +$2.57K | 0.14% | 125 |
|
|
2016
Q3 | $185K | Buy |
10,485
+50
| +0.5% | +$882 | 0.13% | 127 |
|
|
2016
Q2 | $201K | Buy |
+10,435
| New | +$201K | 0.14% | 127 |
|
|
2015
Q4 | – | Sell |
-15,960
| Closed | -$250K | – | 137 |
|
|
2015
Q3 | $250K | Sell |
15,960
-670
| -4% | -$10.5K | 0.18% | 126 |
|
|
2015
Q2 | $260K | Buy |
16,630
+130
| +0.8% | +$2.03K | 0.17% | 120 |
|
|
2015
Q1 | $247K | Hold |
16,500
| – | – | 0.16% | 123 |
|
|
2014
Q4 | $241K | Buy |
16,500
+3,425
| +26% | +$50K | 0.15% | 122 |
|
|
2014
Q3 | $187K | Buy |
+13,075
| New | +$187K | 0.13% | 121 |
|