Column Capital Advisors’s ORIX IX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $5.91K | Hold |
315
| – | – | ﹤0.01% | 585 |
|
2023
Q2 | $5.75K | Hold |
315
| – | – | ﹤0.01% | 603 |
|
2023
Q1 | $5.17K | Hold |
315
| – | – | ﹤0.01% | 636 |
|
2022
Q4 | $5.07K | Hold |
315
| – | – | ﹤0.01% | 611 |
|
2022
Q3 | $4K | Hold |
315
| – | – | ﹤0.01% | 571 |
|
2022
Q2 | $5K | Hold |
315
| – | – | ﹤0.01% | 559 |
|
2022
Q1 | $6K | Hold |
315
| – | – | ﹤0.01% | 553 |
|
2021
Q4 | $6K | Sell |
315
-20
| -6% | -$381 | ﹤0.01% | 563 |
|
2021
Q3 | $6K | Hold |
335
| – | – | ﹤0.01% | 531 |
|
2021
Q2 | $6K | Hold |
335
| – | – | ﹤0.01% | 535 |
|
2021
Q1 | $6K | Hold |
335
| – | – | ﹤0.01% | 522 |
|
2020
Q4 | $5K | Hold |
335
| – | – | ﹤0.01% | 533 |
|
2020
Q3 | $4K | Buy |
335
+65
| +24% | +$776 | ﹤0.01% | 548 |
|
2020
Q2 | $3K | Sell |
270
-40
| -13% | -$444 | ﹤0.01% | 626 |
|
2020
Q1 | $4K | Hold |
310
| – | – | ﹤0.01% | 515 |
|
2019
Q4 | $5K | Buy |
+310
| New | +$5K | ﹤0.01% | 527 |
|