Gradient Investments’s Orion OEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,003
| Closed | -$13K | – | 1615 |
|
|
2022
Q3 | $13K | Buy |
1,003
+1
| +0.1% | +$13 | ﹤0.01% | 753 |
|
|
2022
Q2 | $16K | Buy |
1,002
+1
| +0.1% | +$16 | ﹤0.01% | 689 |
|
|
2022
Q1 | $16K | Buy |
1,001
+1
| +0.1% | +$16 | ﹤0.01% | 690 |
|
|
2021
Q4 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 681 |
|
|
2021
Q3 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 664 |
|
|
2021
Q2 | $19K | Hold |
1,000
| – | – | ﹤0.01% | 649 |
|
|
2021
Q1 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 622 |
|
|
2020
Q4 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 650 |
|
|
2020
Q3 | $13K | Buy |
+1,000
| New | +$13K | ﹤0.01% | 654 |
|