Altium Wealth Management’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $639K | Buy |
37,980
+235
| +0.6% | +$3.95K | 0.05% | 205 |
|
|
2022
Q1 | $754K | Buy |
37,745
+4,565
| +14% | +$91.2K | 0.05% | 195 |
|
|
2021
Q4 | $675K | Buy |
33,180
+6,290
| +23% | +$128K | 0.04% | 204 |
|
|
2021
Q3 | $508K | Buy |
26,890
+3,965
| +17% | +$74.9K | 0.04% | 227 |
|
|
2021
Q2 | $388K | Buy |
22,925
+2,070
| +10% | +$35K | 0.03% | 267 |
|
|
2021
Q1 | $354K | Buy |
20,855
+2,335
| +13% | +$39.6K | 0.03% | 278 |
|
|
2020
Q4 | $286K | Buy |
+18,520
| New | +$286K | 0.03% | 291 |
|