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WealthSource Partners’s OR Royalties Inc OR Stock Holding History

WealthSource Partners’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-10,000
Closed -$132K – 575
2022
Q1 		$132K Buy
+10,000
New +$124K 0.01% 555

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WealthSource Partners's OR Position: Q2 2022 in Review

WealthSource Partners sold out of OR Royalties Inc (OR) in Q2 2022, closing a stake of 10,000 shares — an estimated $132K sold.

WealthSource Partners first reported a position in OR in Q1 2022 and held it in 1 quarter. The position peaked at $132K in Q1 2022. 153 funds tracked by Wall St. Rank hold OR as of Q2 2022.

  • WealthSource Partners reported no remaining OR Royalties Inc position as of Q2 2022 after selling out during the quarter.
  • WealthSource Partners sold 10,000 OR Royalties Inc shares in Q2 2022, an estimated $132K.
  • WealthSource Partners first reported a position in OR Royalties Inc in Q1 2022 and held it in 1 quarter.
  • WealthSource Partners's OR Royalties Inc position peaked at $132K in Q1 2022.
  • 153 funds tracked by Wall St. Rank held OR Royalties Inc as of Q2 2022.

Based on WealthSource Partners's 13F filing for Q2 2022, filed 10 Aug 2022.