Advisor Partners II’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.12M | Buy |
59,860
+4,620
| +8% | +$86.7K | 0.05% | 449 |
|
|
2023
Q2 | $1.01M | Buy |
55,240
+4,420
| +9% | +$80.6K | 0.05% | 387 |
|
|
2023
Q1 | $834K | Buy |
50,820
+4,650
| +10% | +$76.3K | 0.05% | 395 |
|
|
2022
Q4 | $744K | Buy |
46,170
+1,365
| +3% | +$22K | 0.05% | 398 |
|
|
2022
Q3 | $633K | Buy |
+44,805
| New | +$633K | 0.05% | 392 |
|