Plante Moran Financial Advisors’s Old Republic International ORI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-1,834
| Closed | -$39K | – | 992 |
|
2017
Q4 | $39K | Buy |
+1,834
| New | +$39K | 0.02% | 390 |
|
2016
Q1 | – | Sell |
-1,130
| Closed | -$21K | – | 982 |
|
2015
Q4 | $21K | Buy |
+1,130
| New | +$21K | 0.02% | 443 |
|
2015
Q1 | – | Sell |
-1,320
| Closed | -$19K | – | 778 |
|
2014
Q4 | $19K | Sell |
1,320
-670
| -34% | -$9.64K | 0.01% | 409 |
|
2014
Q3 | $28K | Sell |
1,990
-154
| -7% | -$2.17K | 0.02% | 355 |
|
2014
Q2 | $35K | Buy |
2,144
+1,990
| +1,292% | +$32.5K | 0.03% | 285 |
|
2014
Q1 | $3K | Hold |
154
| – | – | ﹤0.01% | 534 |
|
2013
Q4 | $3K | Hold |
154
| – | – | ﹤0.01% | 594 |
|
2013
Q3 | $2K | Hold |
154
| – | – | ﹤0.01% | 562 |
|
2013
Q2 | $2K | Buy |
+154
| New | +$2K | ﹤0.01% | 546 |
|