WFAG
Wescott Financial Advisory Group’s Old Republic International ORI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-36,122
| Closed | -$973K | – | 167 |
|
|
2023
Q3 | $973K | Hold |
36,122
| – | – | 0.18% | 70 |
|
|
2023
Q2 | $909K | Hold |
36,122
| – | – | 0.16% | 77 |
|
|
2023
Q1 | $902K | Sell |
36,122
-96
| -0.3% | -$2.4K | 0.2% | 74 |
|
|
2022
Q4 | $875K | Hold |
36,218
| – | – | 0.19% | 69 |
|
|
2022
Q3 | $758K | Sell |
36,218
-590
| -2% | -$12.3K | 0.21% | 64 |
|
|
2022
Q2 | $823K | Hold |
36,808
| – | – | 0.22% | 60 |
|
|
2022
Q1 | $952K | Hold |
36,808
| – | – | 0.25% | 55 |
|
|
2021
Q4 | $905K | Sell |
36,808
-410
| -1% | -$10.1K | 0.47% | 26 |
|
|
2021
Q3 | $861K | Hold |
37,218
| – | – | 0.49% | 25 |
|
|
2021
Q2 | $909K | Hold |
37,218
| – | – | 0.54% | 23 |
|
|
2021
Q1 | $813K | Hold |
37,218
| – | – | 0.53% | 22 |
|
|
2020
Q4 | $734K | Buy |
+37,218
| New | +$734K | 0.52% | 20 |
|