Weld Capital Management’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-33,745
| Closed | -$564K | – | 844 |
|
|
2019
Q3 | $564K | Sell |
33,745
-8,270
| -20% | -$138K | 0.1% | 343 |
|
|
2019
Q2 | $900K | Sell |
42,015
-26,630
| -39% | -$570K | 0.17% | 209 |
|
|
2019
Q1 | $1.3M | Buy |
68,645
+37,531
| +121% | +$713K | 0.24% | 142 |
|
|
2018
Q4 | $787K | Buy |
+31,114
| New | +$787K | 0.18% | 201 |
|