WFG Advisors’s O'Reilly Automotive ORLY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $2K | Buy |
+150
| New | +$2K | ﹤0.01% | 1423 |
|
2017
Q1 | – | Sell |
-135
| Closed | -$3K | – | 1609 |
|
2016
Q4 | $3K | Buy |
+135
| New | +$3K | ﹤0.01% | 1357 |
|
2015
Q1 | – | Sell |
-1,500
| Closed | -$19K | – | 1956 |
|
2014
Q4 | $19K | Sell |
1,500
-750
| -33% | -$9.5K | ﹤0.01% | 1238 |
|
2014
Q3 | $23K | Hold |
2,250
| – | – | ﹤0.01% | 1219 |
|
2014
Q2 | $23K | Hold |
2,250
| – | – | ﹤0.01% | 1213 |
|
2014
Q1 | $22K | Sell |
2,250
-780
| -26% | -$7.63K | ﹤0.01% | 1211 |
|
2013
Q4 | $26K | Buy |
3,030
+135
| +5% | +$1.16K | ﹤0.01% | 1241 |
|
2013
Q3 | $25K | Hold |
2,895
| – | – | ﹤0.01% | 1187 |
|
2013
Q2 | $22K | Buy |
+2,895
| New | +$22K | ﹤0.01% | 1180 |
|