Seizert Capital Partners’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-79,408
| Closed | -$1.51M | – | 229 |
|
|
2019
Q1 | $1.51M | Sell |
79,408
-24,032
| -23% | -$456K | 0.07% | 113 |
|
|
2018
Q4 | $2.62M | Sell |
103,440
-698
| -0.7% | -$17.6K | 0.12% | 83 |
|
|
2018
Q3 | $3.34M | Buy |
104,138
+24,436
| +31% | +$784K | 0.12% | 79 |
|
|
2018
Q2 | $2.16M | Hold |
79,702
| – | – | 0.08% | 100 |
|
|
2018
Q1 | $2.16M | Buy |
+79,702
| New | +$2.16M | 0.08% | 100 |
|