Optimum Investment Advisors’s Orion Energy Systems OESX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,300
| Closed | -$22K | – | 995 |
|
|
2018
Q3 | $22K | Sell |
2,300
-500
| -18% | -$4.78K | 0.01% | 707 |
|
|
2018
Q2 | $31K | Sell |
2,800
-1,000
| -26% | -$11.1K | 0.01% | 636 |
|
|
2018
Q1 | $32K | Hold |
3,800
| – | – | 0.01% | 609 |
|
|
2017
Q4 | $33K | Sell |
3,800
-200
| -5% | -$1.74K | 0.01% | 310 |
|
|
2017
Q3 | $45K | Hold |
4,000
| – | – | 0.02% | 296 |
|
|
2017
Q2 | $51K | Hold |
4,000
| – | – | 0.02% | 292 |
|
|
2017
Q1 | $79K | Hold |
4,000
| – | – | 0.03% | 282 |
|
|
2016
Q4 | $87K | Hold |
4,000
| – | – | 0.03% | 272 |
|
|
2016
Q3 | $53K | Hold |
4,000
| – | – | 0.02% | 286 |
|
|
2016
Q2 | $46K | Hold |
4,000
| – | – | 0.02% | 274 |
|
|
2016
Q1 | $56K | Hold |
4,000
| – | – | 0.02% | 266 |
|
|
2015
Q4 | $87K | Buy |
+4,000
| New | +$87K | 0.03% | 271 |
|
|
2015
Q1 | $16K | Hold |
500
| – | – | 0.01% | 734 |
|
|
2014
Q4 | $28K | Hold |
500
| – | – | 0.01% | 637 |
|
|
2014
Q3 | $27K | Hold |
500
| – | – | 0.01% | 590 |
|
|
2014
Q2 | $20K | Hold |
500
| – | – | 0.01% | 654 |
|
|
2014
Q1 | $36K | Hold |
500
| – | – | 0.01% | 440 |
|
|
2013
Q4 | $34K | Buy |
+500
| New | +$34K | 0.01% | 448 |
|