Bellevue Asset Management’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-255
| Closed | -$4K | – | 623 |
|
|
2021
Q1 | $4K | Hold |
255
| – | – | ﹤0.01% | 464 |
|
|
2020
Q4 | $4K | Hold |
255
| – | – | ﹤0.01% | 469 |
|
|
2020
Q3 | $3K | Hold |
255
| – | – | ﹤0.01% | 487 |
|
|
2020
Q2 | $3K | Hold |
255
| – | – | ﹤0.01% | 480 |
|
|
2020
Q1 | $3K | Buy |
+255
| New | +$3K | ﹤0.01% | 452 |
|