Zeke Capital Advisors’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-22,534
| Closed | -$435K | – | 429 |
|
|
2019
Q4 | $435K | Hold |
22,534
| – | – | 0.04% | 407 |
|
|
2019
Q3 | $377K | Buy |
22,534
+4,800
| +27% | +$80.3K | 0.03% | 409 |
|
|
2019
Q2 | $380K | Buy |
17,734
+867
| +5% | +$18.6K | 0.04% | 422 |
|
|
2019
Q1 | $320K | Sell |
16,867
-23,868
| -59% | -$453K | 0.03% | 457 |
|
|
2018
Q4 | $1.03M | Hold |
40,735
| – | – | 0.1% | 193 |
|
|
2018
Q3 | $1.31M | Buy |
+40,735
| New | +$1.31M | 0.11% | 179 |
|