Bell Investment Advisors’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15K | Sell |
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|
2025
Q1 | $3.95K | Buy |
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|
2024
Q4 | $2.98K | Sell |
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|
2024
Q3 | $3.83K | Hold |
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|
2024
Q2 | $3.67K | Buy |
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|
2024
Q1 | $3.09K | Hold |
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|
2023
Q4 | $2.62K | Sell |
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|
2023
Q3 | $3.29K | Buy |
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|
2023
Q2 | $2.65K | Hold |
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|
2023
Q1 | $2.38K | Sell |
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|
2022
Q4 | $2.74K | Sell |
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|
2022
Q3 | $3K | Sell |
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|
2022
Q2 | $5K | Buy |
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|
2021
Q4 | $6K | Sell |
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|
2021
Q3 | $10K | Buy |
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