Orion Portfolio Solutions’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.47M | Sell |
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|
2024
Q4 | $15.1M | Sell |
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|
2024
Q3 | $16.1M | Sell |
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|
2024
Q2 | $14.4M | Sell |
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|
2024
Q1 | $17M | Sell |
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|
2023
Q4 | $16.9M | Sell |
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|
2023
Q3 | $17.1M | Sell |
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|
2023
Q2 | $16.2M | Sell |
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|
2023
Q1 | $20.1M | Buy |
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|
2022
Q4 | $385K | Buy |
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|
2022
Q3 | $236K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $225K | Sell |
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|
2021
Q4 | $3.08M | Buy |
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|
2021
Q3 | $2.73M | Buy |
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|
2021
Q2 | $1.94M | Buy |
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|
2021
Q1 | $1.29M | Buy |
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|
2020
Q4 | $1.22M | Buy |
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|
2020
Q3 | $674K | Buy |
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|
2020
Q2 | $112K | Buy |
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|
2020
Q1 | $36K | Buy |
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|
2019
Q4 | $30K | Buy |
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