Perigon Wealth Management’s Old Republic International ORI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,420
| Closed | -$87K | – | 859 |
|
|
2020
Q4 | $87K | Buy |
+4,420
| New | +$87K | 0.01% | 571 |
|
|
2018
Q2 | – | Sell |
-4,000
| Closed | -$86K | – | 494 |
|
|
2018
Q1 | $86K | Hold |
4,000
| – | – | 0.03% | 250 |
|
|
2017
Q4 | $86K | Hold |
4,000
| – | – | 0.03% | 221 |
|
|
2017
Q3 | $79K | Buy |
+4,000
| New | +$79K | 0.03% | 287 |
|