Berman Capital Advisors’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $16K | Buy |
885
+55
| +7% | +$994 | ﹤0.01% | 1050 |
|
|
2021
Q2 | $14K | Buy |
830
+5
| +0.6% | +$84 | ﹤0.01% | 1026 |
|
|
2021
Q1 | $14K | Buy |
825
+50
| +6% | +$848 | ﹤0.01% | 918 |
|
|
2020
Q4 | $12K | Sell |
775
-30
| -4% | -$465 | ﹤0.01% | 847 |
|
|
2020
Q3 | $10K | Sell |
805
-390
| -33% | -$4.85K | ﹤0.01% | 790 |
|
|
2020
Q2 | $13K | Buy |
1,195
+550
| +85% | +$5.98K | ﹤0.01% | 671 |
|
|
2020
Q1 | $7K | Sell |
645
-375
| -37% | -$4.07K | ﹤0.01% | 775 |
|
|
2019
Q4 | $16K | Buy |
1,020
+15
| +1% | +$235 | ﹤0.01% | 594 |
|
|
2019
Q3 | $15K | Hold |
1,005
| – | – | ﹤0.01% | 589 |
|
|
2019
Q2 | $15K | Buy |
1,005
+450
| +81% | +$6.72K | ﹤0.01% | 595 |
|
|
2019
Q1 | $7K | Buy |
555
+110
| +25% | +$1.39K | ﹤0.01% | 769 |
|
|
2018
Q4 | $6K | Buy |
+445
| New | +$6K | ﹤0.01% | 627 |
|