WFA of San Diego’s Orion Office REIT ONL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $252 | Hold |
63
| – | – | ﹤0.01% | 401 |
|
2024
Q2 | $227 | Buy |
+63
| New | +$227 | ﹤0.01% | 401 |
|
2023
Q3 | $376 | Buy |
72
+63
| +700% | +$329 | ﹤0.01% | 386 |
|
2023
Q2 | $60 | Buy |
+9
| New | +$60 | ﹤0.01% | 394 |
|
2023
Q1 | – | Sell |
-72
| Closed | -$615 | – | 306 |
|
2022
Q4 | $615 | Buy |
+72
| New | +$615 | ﹤0.01% | 453 |
|
2022
Q3 | – | Sell |
-63
| Closed | -$1K | – | 298 |
|
2022
Q2 | $1K | Buy |
+63
| New | +$1K | ﹤0.01% | 386 |
|