Total Clarity Wealth Management’s Old Republic International ORI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-22,166
| Closed | -$535K | – | 227 |
|
|
2022
Q4 | $535K | Buy |
22,166
+700
| +3% | +$16.9K | 0.27% | 94 |
|
|
2022
Q3 | $449K | Hold |
21,466
| – | – | 0.28% | 99 |
|
|
2022
Q2 | $480K | Buy |
21,466
+3,900
| +22% | +$87.2K | 0.25% | 98 |
|
|
2022
Q1 | $454K | Buy |
17,566
+550
| +3% | +$14.2K | 0.25% | 108 |
|
|
2021
Q4 | $418K | Buy |
17,016
+300
| +2% | +$7.37K | 0.19% | 119 |
|
|
2021
Q3 | $387K | Buy |
16,716
+400
| +2% | +$9.26K | 0.18% | 131 |
|
|
2021
Q2 | $406K | Hold |
16,316
| – | – | 0.23% | 124 |
|
|
2021
Q1 | $356K | Sell |
16,316
-800
| -5% | -$17.5K | 0.2% | 114 |
|
|
2020
Q4 | $337K | Sell |
17,116
-2,400
| -12% | -$47.3K | 0.23% | 102 |
|
|
2020
Q3 | $288K | Sell |
19,516
-2,800
| -13% | -$41.3K | 0.25% | 101 |
|
|
2020
Q2 | $364K | Buy |
22,316
+800
| +4% | +$13K | 0.33% | 87 |
|
|
2020
Q1 | $328K | Sell |
21,516
-2,700
| -11% | -$41.2K | 0.51% | 64 |
|
|
2019
Q4 | $542K | Buy |
+24,216
| New | +$542K | 0.41% | 55 |
|