Oak Ridge Investments’s OrthoPediatrics KIDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-25,520
| Closed | -$817K | – | 152 |
|
|
2023
Q3 | $817K | Sell |
25,520
-930
| -4% | -$29.8K | 0.1% | 121 |
|
|
2023
Q2 | $1.16M | Sell |
26,450
-874
| -3% | -$38.3K | 0.14% | 117 |
|
|
2023
Q1 | $1.21M | Sell |
27,324
-941
| -3% | -$41.7K | 0.16% | 116 |
|
|
2022
Q4 | $1.12M | Sell |
28,265
-1,486
| -5% | -$59K | 0.17% | 115 |
|
|
2022
Q3 | $1.37M | Buy |
29,751
+52
| +0.2% | +$2.4K | 0.21% | 114 |
|
|
2022
Q2 | $1.28M | Sell |
29,699
-1,937
| -6% | -$83.6K | 0.19% | 108 |
|
|
2022
Q1 | $1.71M | Sell |
31,636
-18,435
| -37% | -$995K | 0.19% | 104 |
|
|
2021
Q4 | $3M | Sell |
50,071
-824
| -2% | -$49.3K | 0.25% | 99 |
|
|
2021
Q3 | $3.33M | Sell |
50,895
-2,622
| -5% | -$172K | 0.29% | 102 |
|
|
2021
Q2 | $3.38M | Sell |
53,517
-3,114
| -5% | -$197K | 0.3% | 105 |
|
|
2021
Q1 | $2.76M | Buy |
56,631
+108
| +0.2% | +$5.26K | 0.26% | 109 |
|
|
2020
Q4 | $2.33M | Sell |
56,523
-14,777
| -21% | -$610K | 0.21% | 114 |
|
|
2020
Q3 | $3.27M | Sell |
71,300
-4,924
| -6% | -$226K | 0.25% | 110 |
|
|
2020
Q2 | $3.34M | Sell |
76,224
-6,281
| -8% | -$275K | 0.28% | 103 |
|
|
2020
Q1 | $3.27M | Buy |
+82,505
| New | +$3.27M | 0.33% | 98 |
|