SWS
SYSTM Wealth Solutions’s Old Republic International ORI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-68,837
| Closed | -$2.13M | – | 470 |
|
|
2024
Q2 | $2.13M | Sell |
68,837
-11,794
| -15% | -$364K | 0.47% | 72 |
|
|
2024
Q1 | $2.48M | Buy |
80,631
+14,324
| +22% | +$440K | 0.31% | 92 |
|
|
2023
Q4 | $1.95M | Buy |
66,307
+3,029
| +5% | +$89.1K | 0.27% | 109 |
|
|
2023
Q3 | $1.7M | Buy |
63,278
+15,110
| +31% | +$407K | 0.26% | 106 |
|
|
2023
Q2 | $1.21M | Buy |
48,168
+20,556
| +74% | +$517K | 0.16% | 173 |
|
|
2023
Q1 | $689K | Sell |
27,612
-15,030
| -35% | -$375K | 0.11% | 234 |
|
|
2022
Q4 | $1.03M | Buy |
+42,642
| New | +$1.03M | 0.13% | 201 |
|