Mosaic Family Wealth’s O'Reilly Automotive ORLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,035
| Closed | -$27K | – | 471 |
|
|
2019
Q1 | $27K | Sell |
1,035
-150
| -13% | -$3.91K | 0.01% | 398 |
|
|
2018
Q4 | $27K | Hold |
1,185
| – | – | 0.01% | 383 |
|
|
2018
Q3 | $28K | Sell |
1,185
-675
| -36% | -$15.9K | 0.01% | 391 |
|
|
2018
Q2 | $34K | Buy |
1,860
+345
| +23% | +$6.31K | 0.01% | 361 |
|
|
2018
Q1 | $25K | Buy |
1,515
+690
| +84% | +$11.4K | 0.01% | 404 |
|
|
2017
Q4 | $13K | Buy |
825
+540
| +189% | +$8.51K | ﹤0.01% | 503 |
|
|
2017
Q3 | $4K | Hold |
285
| – | – | ﹤0.01% | 746 |
|
|
2017
Q2 | $4K | Hold |
285
| – | – | ﹤0.01% | 598 |
|
|
2017
Q1 | $5K | Hold |
285
| – | – | ﹤0.01% | 572 |
|
|
2016
Q4 | $5K | Hold |
285
| – | – | ﹤0.01% | 559 |
|
|
2016
Q3 | $5K | Sell |
285
-315
| -53% | -$5.53K | ﹤0.01% | 578 |
|
|
2016
Q2 | $11K | Buy |
600
+120
| +25% | +$2.2K | 0.01% | 519 |
|
|
2016
Q1 | $8K | Sell |
480
-45
| -9% | -$750 | ﹤0.01% | 548 |
|
|
2015
Q4 | $8K | Buy |
+525
| New | +$8K | ﹤0.01% | 549 |
|