Orion Portfolio Solutions’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
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|
2024
Q4 | $348K | Sell |
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|
2024
Q3 | $355K | Sell |
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|
2024
Q2 | $325K | Sell |
|
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|
2024
Q1 | $386K | Buy |
|
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|
2023
Q4 | $382K | Sell |
|
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|
2023
Q3 | $388K | Sell |
|
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|
2023
Q2 | $360K | Buy |
|
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $46K | Buy |
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|
2020
Q1 | $10K | Sell |
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|
2019
Q4 | $13K | Buy |
|