Mid Atlantic Financial Management’s Orion Energy Systems OESX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $99K | Hold |
2,555
| – | – | 0.01% | 888 |
|
|
2021
Q2 | $146K | Hold |
2,555
| – | – | 0.01% | 877 |
|
|
2021
Q1 | $178K | Hold |
2,555
| – | – | 0.01% | 783 |
|
|
2020
Q4 | $252K | Sell |
2,555
-450
| -15% | -$44.4K | 0.02% | 644 |
|
|
2020
Q3 | $236K | Hold |
3,005
| – | – | 0.02% | 614 |
|
|
2020
Q2 | $104K | Hold |
3,005
| – | – | 0.01% | 696 |
|
|
2020
Q1 | $111K | Hold |
3,005
| – | – | 0.01% | 624 |
|
|
2019
Q4 | $101K | Hold |
3,005
| – | – | 0.01% | 694 |
|
|
2019
Q3 | $86K | Sell |
3,005
-500
| -14% | -$14.3K | 0.01% | 661 |
|
|
2019
Q2 | $104K | Hold |
3,505
| – | – | 0.01% | 693 |
|
|
2019
Q1 | $31K | Hold |
3,505
| – | – | ﹤0.01% | 701 |
|
|
2018
Q4 | $20K | Buy |
+3,505
| New | +$20K | ﹤0.01% | 685 |
|