AlphaQ Advisors’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-21,020
| Closed | -$463K | – | 107 |
|
|
2024
Q1 | $463K | Buy |
21,020
+850
| +4% | +$18.7K | 0.28% | 83 |
|
|
2023
Q4 | $377K | Buy |
20,170
+3,015
| +18% | +$56.3K | 0.26% | 95 |
|
|
2023
Q3 | $322K | Sell |
17,155
-1,275
| -7% | -$23.9K | 0.28% | 102 |
|
|
2023
Q2 | $336K | Sell |
18,430
-185
| -1% | -$3.38K | 0.25% | 110 |
|
|
2023
Q1 | $306K | Buy |
+18,615
| New | +$306K | 0.26% | 117 |
|