Jackson Creek Investment Advisors’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-36,059
| Closed | -$941K | – | 347 |
|
|
2023
Q1 | $941K | Buy |
+36,059
| New | +$941K | 0.39% | 80 |
|
|
2022
Q1 | – | Sell |
-53,899
| Closed | -$990K | – | 338 |
|
|
2021
Q4 | $990K | Sell |
53,899
-3,763
| -7% | -$69.1K | 0.35% | 155 |
|
|
2021
Q3 | $1.05M | Buy |
57,662
+507
| +0.9% | +$9.24K | 0.39% | 123 |
|
|
2021
Q2 | $1.09M | Sell |
57,155
-6,077
| -10% | -$115K | 0.4% | 105 |
|
|
2021
Q1 | $1.25M | Buy |
+63,232
| New | +$1.25M | 0.43% | 68 |
|