Bruce G. Allen Investments’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.8K | Buy |
1,545
+275
| +22% | +$6.19K | 0.03% | 311 |
|
|
2025
Q1 | $26.5K | Sell |
1,270
-30
| -2% | -$627 | 0.02% | 344 |
|
|
2024
Q4 | $27.6K | Hold |
1,300
| – | – | 0.02% | 341 |
|
|
2024
Q3 | $30.2K | Hold |
1,300
| – | – | 0.02% | 336 |
|
|
2024
Q2 | $28.9K | Buy |
1,300
+90
| +7% | +$2K | 0.02% | 329 |
|
|
2024
Q1 | $26.7K | Sell |
1,210
-335
| -22% | -$7.38K | 0.02% | 346 |
|
|
2023
Q4 | $28.9K | Buy |
+1,545
| New | +$28.9K | 0.03% | 322 |
|