EverSource Wealth Advisors’s Orange ORAN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-6,595
| Closed | -$75.7K | – | 3851 |
|
2024
Q3 | $75.7K | Sell |
6,595
-3,202
| -33% | -$36.8K | ﹤0.01% | 892 |
|
2024
Q2 | $109K | Sell |
9,797
-1,513
| -13% | -$16.8K | 0.01% | 760 |
|
2024
Q1 | $125K | Buy |
11,310
+3,033
| +37% | +$33.6K | 0.01% | 628 |
|
2023
Q4 | $94.6K | Buy |
8,277
+965
| +13% | +$11K | 0.01% | 660 |
|
2023
Q3 | $84K | Buy |
7,312
+437
| +6% | +$5.02K | 0.01% | 633 |
|
2023
Q2 | $80K | Buy |
6,875
+86
| +1% | +$1K | 0.01% | 659 |
|
2023
Q1 | $81K | Buy |
6,789
+650
| +11% | +$7.76K | 0.01% | 618 |
|
2022
Q4 | $60.7K | Buy |
6,139
+4,897
| +394% | +$48.4K | 0.01% | 688 |
|
2022
Q3 | $11K | Buy |
1,242
+1,027
| +478% | +$9.1K | ﹤0.01% | 1117 |
|
2022
Q2 | $3K | Hold |
215
| – | – | ﹤0.01% | 1452 |
|
2022
Q1 | $3K | Hold |
215
| – | – | ﹤0.01% | 1471 |
|
2021
Q4 | $2K | Buy |
+215
| New | +$2K | ﹤0.01% | 1653 |
|