Shepherd Kaplan Krochuk’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $480K | Buy |
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|
2020
Q1 | $320K | Sell |
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|
2019
Q4 | $1.22M | Sell |
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|
2019
Q3 | $1.64M | Buy |
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|
2019
Q2 | $1.06M | Buy |
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|
2019
Q1 | $887K | Buy |
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|
2018
Q4 | $488K | Hold |
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|
2018
Q3 | $619K | Hold |
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|
2018
Q2 | $595K | Hold |
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|
2018
Q1 | $523K | Hold |
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|
2017
Q4 | $494K | Buy |
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