Avior Wealth Management’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,410
| Closed | -$30K | – | 1548 |
|
|
2024
Q4 | $30K | Sell |
1,410
-45
| -3% | -$956 | ﹤0.01% | 1314 |
|
|
2024
Q3 | $33.8K | Buy |
1,455
+30
| +2% | +$696 | ﹤0.01% | 1256 |
|
|
2024
Q2 | $31.7K | Buy |
1,425
+45
| +3% | +$1K | ﹤0.01% | 1242 |
|
|
2024
Q1 | $30.4K | Buy |
+1,380
| New | +$30.4K | ﹤0.01% | 1438 |
|