Advisor Group’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $81K | Buy |
4,805
+10
| +0.2% | +$169 | ﹤0.01% | 3075 |
|
|
2019
Q3 | $72K | Sell |
4,795
-4,210
| -47% | -$63.2K | ﹤0.01% | 3129 |
|
|
2019
Q2 | $135K | Sell |
9,005
-3,180
| -26% | -$47.7K | ﹤0.01% | 2629 |
|
|
2019
Q1 | $175K | Sell |
12,185
-15,630
| -56% | -$224K | ﹤0.01% | 2388 |
|
|
2018
Q4 | $399K | Buy |
27,815
+3,100
| +13% | +$44.5K | ﹤0.01% | 1571 |
|
|
2018
Q3 | $400K | Buy |
24,715
+6,890
| +39% | +$112K | ﹤0.01% | 1632 |
|
|
2018
Q2 | $282K | Sell |
17,825
-2,295
| -11% | -$36.3K | ﹤0.01% | 1715 |
|
|
2018
Q1 | $361K | Sell |
20,120
-1,515
| -7% | -$27.2K | 0.01% | 1550 |
|
|
2017
Q4 | $366K | Buy |
21,635
+1,710
| +9% | +$28.9K | ﹤0.01% | 1545 |
|
|
2017
Q3 | $323K | Buy |
19,925
+2,135
| +12% | +$34.6K | 0.01% | 1486 |
|
|
2017
Q2 | $278K | Sell |
17,790
-625
| -3% | -$9.77K | ﹤0.01% | 1535 |
|
|
2017
Q1 | $273K | Buy |
18,415
+825
| +5% | +$12.2K | 0.01% | 1447 |
|
|
2016
Q4 | $273K | Sell |
17,590
-1,370
| -7% | -$21.3K | 0.01% | 1355 |
|
|
2016
Q3 | $280K | Buy |
18,960
+3,095
| +20% | +$45.7K | 0.01% | 1307 |
|
|
2016
Q2 | $200K | Buy |
+15,865
| New | +$200K | 0.01% | 1462 |
|