Howe & Rusling’s Old Republic International ORI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-134	Closed	-$2K	–	875
2020 Q1	$2K	Sell	134 -404	-75%	-$8.31K	﹤0.01%	643
2019 Q4	$12K	Buy	538 +402	+296%	+$9.15K	﹤0.01%	454
2019 Q3	$3K	Hold	136	–	–	﹤0.01%	633
2019 Q2	$3K	Sell	136 -8	-6%	-$176	﹤0.01%	616
2019 Q1	$3K	Sell	144 -644	-82%	-$13.4K	﹤0.01%	621
2018 Q4	$16K	Buy	788 +43	+6%	+$921	﹤0.01%	380
2018 Q3	$17K	Hold	745	–	–	﹤0.01%	418
2018 Q2	$15K	Sell	745 -883	-54%	-$18.5K	﹤0.01%	401
2018 Q1	$35K	Buy	1,628 +866	+114%	+$18K	0.01%	314
2017 Q4	$16K	Hold	762	–	–	﹤0.01%	408
2017 Q3	$15K	Sell	762 -330	-30%	-$6.4K	﹤0.01%	417
2017 Q2	$21K	Buy	1,092 +75	+7%	+$1.5K	﹤0.01%	372
2017 Q1	$21K	Sell	1,017 -18	-2%	-$363	﹤0.01%	362
2016 Q4	$20K	Hold	1,035	–	–	﹤0.01%	367
2016 Q3	$18K	Buy	1,035 +145	+16%	+$2.76K	﹤0.01%	394
2016 Q2	$17K	Hold	890	–	–	﹤0.01%	387
2016 Q1	$16K	Hold	890	–	–	﹤0.01%	440
2015 Q4	$17K	Buy	890 +255	+40%	+$4.59K	﹤0.01%	404
2015 Q3	$10K	Buy	+635	New	+$10.2K	﹤0.01%	502