Berman Capital Advisors’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $16K | Buy |
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|
2021
Q2 | $14K | Buy |
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|
2021
Q1 | $14K | Buy |
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|
2020
Q4 | $12K | Sell |
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|
2020
Q3 | $10K | Sell |
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|
2020
Q2 | $13K | Buy |
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|
2020
Q1 | $7K | Sell |
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|
2019
Q4 | $16K | Buy |
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|
2019
Q3 | $15K | Hold |
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|
2019
Q2 | $15K | Buy |
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|
2019
Q1 | $7K | Buy |
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|
2018
Q4 | $6K | Buy |
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