Wealthspire Advisors (Maryland)’s Old Republic International ORI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $261K | Buy |
+17,703
| New | +$261K | 0.01% | 375 |
|
|
2019
Q2 | – | Sell |
-1,110
| Closed | -$23K | – | 1559 |
|
|
2019
Q1 | $23K | Buy |
1,110
+7
| +0.6% | +$145 | ﹤0.01% | 1219 |
|
|
2018
Q4 | $23K | Sell |
1,103
-32
| -3% | -$667 | ﹤0.01% | 1149 |
|
|
2018
Q3 | $25K | Hold |
1,135
| – | – | ﹤0.01% | 1219 |
|
|
2018
Q2 | $23K | Sell |
1,135
-178
| -14% | -$3.61K | ﹤0.01% | 1260 |
|
|
2018
Q1 | $28K | Buy |
1,313
+95
| +8% | +$2.03K | ﹤0.01% | 1186 |
|
|
2017
Q4 | $26K | Buy |
1,218
+228
| +23% | +$4.87K | ﹤0.01% | 1243 |
|
|
2017
Q3 | $19K | Hold |
990
| – | – | ﹤0.01% | 1310 |
|
|
2017
Q2 | $19K | Hold |
990
| – | – | ﹤0.01% | 1289 |
|
|
2017
Q1 | $20K | Hold |
990
| – | – | ﹤0.01% | 1083 |
|
|
2016
Q4 | $19K | Hold |
990
| – | – | ﹤0.01% | 1037 |
|
|
2016
Q3 | $17K | Hold |
990
| – | – | ﹤0.01% | 1108 |
|
|
2016
Q2 | $19K | Hold |
990
| – | – | ﹤0.01% | 1009 |
|
|
2016
Q1 | $18K | Hold |
990
| – | – | ﹤0.01% | 1003 |
|
|
2015
Q4 | $18K | Buy |
+990
| New | +$18K | ﹤0.01% | 1001 |
|