RWB
RMR Wealth Builders’s O'Reilly Automotive ORLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,895
| Closed | -$375K | – | 207 |
|
|
2022
Q2 | $375K | Buy |
8,895
+75
| +0.9% | +$3.16K | 0.09% | 127 |
|
|
2022
Q1 | $403K | Buy |
+8,820
| New | +$403K | 0.09% | 134 |
|
|
2021
Q4 | – | Sell |
-8,820
| Closed | -$359K | – | 185 |
|
|
2021
Q3 | $359K | Hold |
8,820
| – | – | 0.11% | 121 |
|
|
2021
Q2 | $333K | Hold |
8,820
| – | – | 0.11% | 127 |
|
|
2021
Q1 | $298K | Hold |
8,820
| – | – | 0.08% | 133 |
|
|
2020
Q4 | $266K | Hold |
8,820
| – | – | 0.13% | 122 |
|
|
2020
Q3 | $271K | Hold |
8,820
| – | – | 0.07% | 165 |
|
|
2020
Q2 | $248K | Buy |
+8,820
| New | +$248K | 0.22% | 98 |
|
|
2019
Q4 | $258K | Buy |
+8,820
| New | +$258K | 0.25% | 89 |
|