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Wealthspire Advisors (Maryland)’s Orion Energy Systems OESX Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio OESX Stock Details OESX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-180
Closed -$2K – 1509
2019
Q1 		$2K Hold
180
– – ﹤0.01% 2176
2018
Q4 		$1K Hold
180
– – ﹤0.01% 2302
2018
Q3 		$2K Hold
180
– – ﹤0.01% 2173
2018
Q2 		$2K Hold
180
– – ﹤0.01% 2177
2018
Q1 		$2K Hold
180
– – ﹤0.01% 2192
2017
Q4 		$2K Hold
180
– – ﹤0.01% 2145
2017
Q3 		$2K Hold
180
– – ﹤0.01% 2000
2017
Q2 		$2K Buy
+180
New +$2.67K ﹤0.01% 1996

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Wealthspire Advisors (Maryland)'s OESX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Orion Energy Systems (OESX) in Q2 2019, closing a stake of 180 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in OESX in Q2 2017 and held it in 8 quarters. The position peaked at $2K in Q1 2019. 42 funds tracked by Wall St. Rank hold OESX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Orion Energy Systems position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 180 Orion Energy Systems shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Orion Energy Systems in Q2 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s Orion Energy Systems position peaked at $2K in Q1 2019.
  • 42 funds tracked by Wall St. Rank held Orion Energy Systems as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.