Sugarloaf Wealth Management’s Orion Office REIT ONL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-179
| Closed | -$643 | – | 702 |
|
2024
Q2 | $643 | Buy |
179
+5
| +3% | +$18 | ﹤0.01% | 624 |
|
2024
Q1 | $609 | Sell |
174
-66
| -28% | -$231 | ﹤0.01% | 636 |
|
2023
Q4 | $1.38K | Buy |
240
+46
| +24% | +$264 | ﹤0.01% | 618 |
|
2023
Q3 | $1.01K | Sell |
194
-72
| -27% | -$376 | ﹤0.01% | 625 |
|
2023
Q2 | $1.76K | Sell |
266
-13
| -5% | -$86 | ﹤0.01% | 624 |
|
2023
Q1 | $1.87K | Buy |
279
+2
| +0.7% | +$13 | ﹤0.01% | 618 |
|
2022
Q4 | $2.37K | Sell |
277
-60
| -18% | -$513 | ﹤0.01% | 658 |
|
2022
Q3 | $3K | Buy |
337
+3
| +0.9% | +$27 | ﹤0.01% | 670 |
|
2022
Q2 | $4K | Buy |
+334
| New | +$4K | ﹤0.01% | 625 |
|