Meros Investment Management’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-216,845
| Closed | -$5.1M | – | 42 |
|
|
2024
Q1 | $5.1M | Buy |
216,845
+65,463
| +43% | +$1.54M | 2.28% | 21 |
|
|
2023
Q4 | $4.2M | Sell |
151,382
-111,841
| -42% | -$3.1M | 1.99% | 23 |
|
|
2023
Q3 | $5.6M | Buy |
263,223
+38,349
| +17% | +$816K | 3.05% | 16 |
|
|
2023
Q2 | $4.77M | Sell |
224,874
-18,176
| -7% | -$386K | 2.37% | 19 |
|
|
2023
Q1 | $6.34M | Sell |
243,050
-1,594
| -0.7% | -$41.6K | 3.61% | 9 |
|
|
2022
Q4 | $4.36M | Buy |
244,644
+83,113
| +51% | +$1.48M | 2.57% | 21 |
|
|
2022
Q3 | $2.16M | Buy |
+161,531
| New | +$2.16M | 2.22% | 24 |
|