Bartlett & Co 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
Q2 | $2.59K | Hold |
115
| – | – | ﹤0.01% | 1072 |
|
|
2025
Q1 | $2.4K | Hold |
115
| – | – | ﹤0.01% | 1054 |
|
|
2024
Q4 | $2.44K | Hold |
115
| – | – | ﹤0.01% | 1027 |
|
|
2024
Q3 | $2.67K | Hold |
115
| – | – | ﹤0.01% | 1021 |
|
|
2024
Q2 | $2.56K | Hold |
115
| – | – | ﹤0.01% | 1041 |
|
|
2024
Q1 | $2.54K | Hold |
115
| – | – | ﹤0.01% | 1025 |
|
|
2023
Q4 | $2.14K | Hold |
115
| – | – | ﹤0.01% | 1150 |
|
|
2023
Q3 | $2.19K | Hold |
115
| – | – | ﹤0.01% | 1066 |
|
|
2023
Q2 | $2.1K | Hold |
115
| – | – | ﹤0.01% | 1060 |
|
|
2023
Q1 | $1.92K | Hold |
115
| – | – | ﹤0.01% | 984 |
|
|
2022
Q4 | $1.85K | Hold |
115
| – | – | ﹤0.01% | 1020 |
|
|
2022
Q3 | $1.66K | Hold |
115
| – | – | ﹤0.01% | 1069 |
|
|
2022
Q2 | $1.94K | Hold |
115
| – | – | ﹤0.01% | 1182 |
|
|
2022
Q1 | $2.34K | Buy |
+115
| New | +$2.34K | ﹤0.01% | 991 |
|
|
2021
Q3 | – | Sell |
-60
| Closed | -$1.02K | – | 1004 |
|
|
2021
Q2 | $1.02K | Hold |
60
| – | – | ﹤0.01% | 953 |
|
|
2021
Q1 | $1.02K | Hold |
60
| – | – | ﹤0.01% | 969 |
|
|
2020
Q4 | $928 | Buy |
+60
| New | +$928 | ﹤0.01% | 1057 |
|
|
2019
Q1 | – | Sell |
-4,000
| Closed | -$57.2K | – | 745 |
|
|
2018
Q4 | $57.2K | Hold |
4,000
| – | – | ﹤0.01% | 395 |
|
|
2018
Q3 | $64.8K | Sell |
4,000
-1,000
| -20% | -$16.2K | ﹤0.01% | 403 |
|
|
2018
Q2 | $79K | Hold |
5,000
| – | – | ﹤0.01% | 358 |
|
|
2018
Q1 | $89.9K | Buy |
+5,000
| New | +$89.9K | ﹤0.01% | 337 |
|