CIBC Private Wealth Group’s ORIX IX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15
| Closed | -$274 | – | 3198 |
|
|
2025
Q1 | $274 | Sell |
15
-345
| -96% | -$6.3K | ﹤0.01% | 2941 |
|
|
2024
Q4 | $7.45K | Sell |
360
-360
| -50% | -$7.45K | ﹤0.01% | 2360 |
|
|
2024
Q3 | $16.7K | Buy |
720
+60
| +9% | +$1.39K | ﹤0.01% | 2233 |
|
|
2024
Q2 | $15K | Buy |
660
+15
| +2% | +$342 | ﹤0.01% | 2141 |
|
|
2024
Q1 | $13.5K | Buy |
+645
| New | +$13.5K | ﹤0.01% | 2168 |
|