SeaCrest Wealth Management’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-13,480
| Closed | -$289K | – | 556 |
|
|
2019
Q2 | $289K | Sell |
13,480
-650
| -5% | -$13.9K | 0.06% | 393 |
|
|
2019
Q1 | $268K | Sell |
14,130
-1,725
| -11% | -$32.7K | 0.05% | 388 |
|
|
2018
Q4 | $401K | Buy |
15,855
+3,405
| +27% | +$86.1K | 0.08% | 251 |
|
|
2018
Q3 | $400K | Buy |
+12,450
| New | +$400K | 0.07% | 309 |
|