GIA
Guyasuta Investment Advisors’s Orion OEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-42,225
| Closed | -$656K | – | 246 |
|
|
2022
Q2 | $656K | Sell |
42,225
-525
| -1% | -$8.16K | 0.05% | 149 |
|
|
2022
Q1 | $683K | Hold |
42,750
| – | – | 0.05% | 159 |
|
|
2021
Q4 | $785K | Sell |
42,750
-44,040
| -51% | -$809K | 0.05% | 150 |
|
|
2021
Q3 | $1.58M | Sell |
86,790
-2,965
| -3% | -$54K | 0.11% | 102 |
|
|
2021
Q2 | $1.7M | Sell |
89,755
-16,565
| -16% | -$314K | 0.12% | 96 |
|
|
2021
Q1 | $2.1M | Sell |
106,320
-11,620
| -10% | -$229K | 0.16% | 81 |
|
|
2020
Q4 | $2.02M | Sell |
117,940
-1,892
| -2% | -$32.4K | 0.17% | 76 |
|
|
2020
Q3 | $1.5M | Buy |
119,832
+55,162
| +85% | +$690K | 0.14% | 80 |
|
|
2020
Q2 | $685K | Buy |
+64,670
| New | +$685K | 0.07% | 124 |
|