Baystate Wealth Management’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $718 | Hold |
35
| – | – | ﹤0.01% | 1178 |
|
|
2023
Q3 | $712 | Hold |
35
| – | – | ﹤0.01% | 915 |
|
|
2023
Q2 | $692 | Hold |
35
| – | – | ﹤0.01% | 959 |
|
|
2023
Q1 | $614 | Hold |
35
| – | – | ﹤0.01% | 966 |
|
|
2022
Q4 | $1K | Hold |
35
| – | – | ﹤0.01% | 867 |
|
|
2022
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 821 |
|
|
2022
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 843 |
|
|
2022
Q1 | $1K | Hold |
35
| – | – | ﹤0.01% | 831 |
|
|
2021
Q4 | $1K | Hold |
35
| – | – | ﹤0.01% | 830 |
|
|
2021
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 768 |
|
|
2021
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 735 |
|
|
2021
Q1 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 664 |
|