Beaird Harris 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 | $1.46K | Hold |
65
| – | – | ﹤0.01% | 526 |
|
|
2025
Q1 | $1.36K | Hold |
65
| – | – | ﹤0.01% | 471 |
|
|
2024
Q4 | $1.38K | Hold |
65
| – | – | ﹤0.01% | 466 |
|
|
2024
Q3 | $1.51K | Hold |
65
| – | – | ﹤0.01% | 461 |
|
|
2024
Q2 | $1.45K | Hold |
65
| – | – | ﹤0.01% | 565 |
|
|
2024
Q1 | $1.43K | Hold |
65
| – | – | ﹤0.01% | 504 |
|
|
2023
Q4 | $1.22K | Buy |
+65
| New | +$1.22K | ﹤0.01% | 507 |
|