Schechter Investment Advisors’s Orange ORAN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-81,195
| Closed | -$932K | – | 726 |
|
2024
Q3 | $932K | Sell |
81,195
-3,459
| -4% | -$39.7K | 0.07% | 264 |
|
2024
Q2 | $846K | Buy |
84,654
+11,742
| +16% | +$117K | 0.06% | 273 |
|
2024
Q1 | $858K | Sell |
72,912
-2,028
| -3% | -$23.9K | 0.06% | 275 |
|
2023
Q4 | $857K | Sell |
74,940
-3,043
| -4% | -$34.8K | 0.07% | 256 |
|
2023
Q3 | $896K | Sell |
77,983
-633
| -0.8% | -$7.27K | 0.09% | 238 |
|
2023
Q2 | $915K | Sell |
78,616
-1,920
| -2% | -$22.3K | 0.08% | 261 |
|
2023
Q1 | $961K | Buy |
80,536
+587
| +0.7% | +$7K | 0.09% | 263 |
|
2022
Q4 | $790K | Buy |
79,949
+54,847
| +218% | +$542K | 0.07% | 367 |
|
2022
Q3 | $226K | Sell |
25,102
-58,864
| -70% | -$530K | 0.02% | 800 |
|
2022
Q2 | $988K | Sell |
83,966
-4,221
| -5% | -$49.7K | 0.1% | 288 |
|
2022
Q1 | $1.04M | Sell |
88,187
-123
| -0.1% | -$1.46K | 0.1% | 289 |
|
2021
Q4 | $932K | Buy |
+88,310
| New | +$932K | 0.08% | 326 |
|