IAG Wealth Partners’s Orion Energy Systems OESX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.4K | Buy |
1,400
+200
| +17% | +$1.2K | ﹤0.01% | 365 |
|
|
2025
Q1 | $8.65K | Hold |
1,200
| – | – | ﹤0.01% | 354 |
|
|
2024
Q4 | $9.6K | Buy |
1,200
+200
| +20% | +$1.6K | ﹤0.01% | 348 |
|
|
2024
Q3 | $8.57K | Hold |
1,000
| – | – | ﹤0.01% | 362 |
|
|
2024
Q2 | $11.1K | Buy |
+1,000
| New | +$11.1K | ﹤0.01% | 319 |
|
|
2020
Q3 | – | Sell |
-2,400
| Closed | -$84K | – | 416 |
|
|
2020
Q2 | $84K | Hold |
2,400
| – | – | 0.04% | 75 |
|
|
2020
Q1 | $89K | Hold |
2,400
| – | – | 0.06% | 69 |
|
|
2019
Q4 | $81K | Buy |
+2,400
| New | +$81K | 0.05% | 80 |
|