HighTower Advisors’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-74,331
| Closed | -$1.19M | – | 3126 |
|
|
2022
Q1 | $1.19M | Sell |
74,331
-287
| -0.4% | -$4.58K | ﹤0.01% | 1653 |
|
|
2021
Q4 | $1.37M | Sell |
74,618
-2,855
| -4% | -$52.3K | ﹤0.01% | 1581 |
|
|
2021
Q3 | $1.42M | Hold |
77,473
| – | – | ﹤0.01% | 1454 |
|
|
2021
Q2 | $1.47M | Buy |
+77,473
| New | +$1.47M | ﹤0.01% | 1416 |
|