WR Wealth Planners’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
Q2 | – | Sell |
-29
| Closed | -$102 | – | 1199 |
|
|
2024
Q1 | $102 | Buy |
+29
| New | +$102 | ﹤0.01% | 1146 |
|
|
2023
Q4 | – | Sell |
-60
| Closed | -$312 | – | 636 |
|
|
2023
Q3 | $312 | Buy |
60
+1
| +2% | +$5 | ﹤0.01% | 874 |
|
|
2023
Q2 | $393 | Hold |
59
| – | – | ﹤0.01% | 857 |
|
|
2023
Q1 | $395 | Hold |
59
| – | – | ﹤0.01% | 868 |
|
|
2022
Q4 | $502 | Buy |
59
+1
| +2% | +$9 | ﹤0.01% | 447 |
|
|
2022
Q3 | $511 | Hold |
58
| – | – | ﹤0.01% | 441 |
|
|
2022
Q2 | $638 | Buy |
58
+32
| +123% | +$352 | ﹤0.01% | 469 |
|
|
2022
Q1 | $364 | Buy |
+26
| New | +$364 | ﹤0.01% | 486 |
|