New York Life 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 |
-15,337
| Closed | -$361K | – | 1173 |
|
|
2024
Q1 | $361K | Buy |
15,337
+1,997
| +15% | +$47K | ﹤0.01% | 1199 |
|
|
2023
Q4 | $370K | Sell |
13,340
-307
| -2% | -$8.51K | ﹤0.01% | 1062 |
|
|
2023
Q3 | $290K | Sell |
13,647
-2,150
| -14% | -$45.8K | ﹤0.01% | 1175 |
|
|
2023
Q2 | $335K | Sell |
15,797
-2,571
| -14% | -$54.6K | ﹤0.01% | 1196 |
|
|
2023
Q1 | $479K | Sell |
18,368
-17,155
| -48% | -$448K | 0.01% | 913 |
|
|
2022
Q4 | $633K | Buy |
35,523
+3,813
| +12% | +$67.9K | 0.01% | 732 |
|
|
2022
Q3 | $423K | Buy |
31,710
+2,509
| +9% | +$33.5K | 0.01% | 892 |
|
|
2022
Q2 | $453K | Buy |
+29,201
| New | +$453K | 0.01% | 782 |
|