Integrated Wealth Concepts’s Orange ORAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,856
| Closed | -$182K | – | 1805 |
|
|
2024
Q3 | $182K | Sell |
15,856
-497
| -3% | -$5.71K | ﹤0.01% | 1568 |
|
|
2024
Q2 | $163K | Sell |
16,353
-149
| -0.9% | -$1.49K | ﹤0.01% | 1550 |
|
|
2024
Q1 | $194K | Sell |
16,502
-729
| -4% | -$8.58K | ﹤0.01% | 1527 |
|
|
2023
Q4 | $197K | Sell |
17,231
-25,991
| -60% | -$297K | ﹤0.01% | 1468 |
|
|
2023
Q3 | $497K | Buy |
43,222
+1,593
| +4% | +$18.3K | 0.01% | 984 |
|
|
2023
Q2 | $485K | Buy |
41,629
+1,471
| +4% | +$17.1K | 0.01% | 991 |
|
|
2023
Q1 | $479K | Buy |
+40,158
| New | +$479K | 0.01% | 869 |
|