KLCM Advisors’s Orion Energy Systems OESX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,000
| Closed | -$36.4K | – | 137 |
|
|
2022
Q4 | $36.4K | Buy |
2,000
+1,000
| +100% | +$18.2K | 0.01% | 122 |
|
|
2022
Q3 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 114 |
|
|
2022
Q2 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 112 |
|
|
2022
Q1 | $28K | Hold |
1,000
| – | – | 0.01% | 112 |
|
|
2021
Q4 | $36K | Buy |
+1,000
| New | +$36K | 0.01% | 114 |
|
|
2017
Q4 | – | Sell |
-1,000
| Closed | -$11K | – | 91 |
|
|
2017
Q3 | $11K | Hold |
1,000
| – | – | ﹤0.01% | 86 |
|
|
2017
Q2 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 87 |
|
|
2017
Q1 | $20K | Hold |
1,000
| – | – | 0.01% | 76 |
|
|
2016
Q4 | $22K | Sell |
1,000
-364
| -27% | -$8.01K | 0.01% | 78 |
|
|
2016
Q3 | $18K | Hold |
1,364
| – | – | 0.01% | 75 |
|
|
2016
Q2 | $16K | Hold |
1,364
| – | – | 0.01% | 72 |
|
|
2016
Q1 | $19K | Hold |
1,364
| – | – | 0.01% | 75 |
|
|
2015
Q4 | $30K | Sell |
1,364
-200
| -13% | -$4.4K | 0.01% | 66 |
|
|
2015
Q3 | $28K | Sell |
1,564
-3,964
| -72% | -$71K | 0.01% | 69 |
|
|
2015
Q2 | $139K | Buy |
5,528
+3,924
| +245% | +$98.7K | 0.04% | 118 |
|
|
2015
Q1 | $50K | Hold |
1,604
| – | – | 0.01% | 70 |
|
|
2014
Q4 | $88K | Sell |
1,604
-400
| -20% | -$21.9K | 0.02% | 72 |
|
|
2014
Q3 | $107K | Sell |
2,004
-100
| -5% | -$5.34K | 0.03% | 68 |
|
|
2014
Q2 | $86K | Hold |
2,104
| – | – | 0.02% | 67 |
|
|
2014
Q1 | $153K | Sell |
2,104
-920
| -30% | -$66.9K | 0.04% | 65 |
|
|
2013
Q4 | $206K | Hold |
3,024
| – | – | 0.06% | 63 |
|
|
2013
Q3 | $114K | Sell |
3,024
-500
| -14% | -$18.8K | 0.03% | 63 |
|
|
2013
Q2 | $87K | Buy |
+3,524
| New | +$87K | 0.03% | 61 |
|