Atlas Capital Advisors’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11K | Sell |
490
-2,340
| -83% | -$52.7K | ﹤0.01% | 768 |
|
|
2025
Q1 | $59.1K | Buy |
2,830
+145
| +5% | +$3.03K | 0.01% | 607 |
|
|
2024
Q4 | $57K | Sell |
2,685
-400
| -13% | -$8.5K | 0.01% | 589 |
|
|
2024
Q3 | $71.6K | Buy |
3,085
+205
| +7% | +$4.76K | 0.01% | 530 |
|
|
2024
Q2 | $64.1K | Sell |
2,880
-205
| -7% | -$4.56K | 0.01% | 555 |
|
|
2024
Q1 | $68K | Buy |
3,085
+205
| +7% | +$4.52K | 0.01% | 532 |
|
|
2023
Q4 | $53.8K | Buy |
2,880
+2,315
| +410% | +$43.2K | 0.01% | 578 |
|
|
2023
Q3 | $10.6K | Buy |
+565
| New | +$10.6K | ﹤0.01% | 700 |
|
|
2022
Q3 | – | Sell |
-310
| Closed | -$5.22K | – | 960 |
|
|
2022
Q2 | $5.22K | Buy |
+310
| New | +$5.22K | ﹤0.01% | 843 |
|