WWM
Willingdon Wealth Management’s O'Reilly Automotive ORLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4
| Closed | -$2K | – | 356 |
|
|
2019
Q4 | $2K | Hold |
4
| – | – | ﹤0.01% | 328 |
|
|
2019
Q3 | $2K | Buy |
+4
| New | +$2K | ﹤0.01% | 361 |
|
|
2019
Q1 | – | Sell |
-33
| Closed | -$11K | – | 386 |
|
|
2018
Q4 | $11K | Sell |
33
-141
| -81% | -$47K | ﹤0.01% | 258 |
|
|
2018
Q3 | $60K | Sell |
174
-7,916
| -98% | -$2.73M | 0.02% | 194 |
|
|
2018
Q2 | $2.21M | Sell |
8,090
-4,987
| -38% | -$1.36M | 0.68% | 65 |
|
|
2018
Q1 | $3.24M | Buy |
13,077
+814
| +7% | +$201K | 1.02% | 34 |
|
|
2017
Q4 | $2.95M | Buy |
12,263
+374
| +3% | +$90K | 0.97% | 41 |
|
|
2017
Q3 | $2.56M | Buy |
+11,889
| New | +$2.56M | 0.93% | 46 |
|