Continuum Advisory’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-85
| Closed | -$1.78K | – | 1015 |
|
|
2025
Q1 | $1.78K | Sell |
85
-100
| -54% | -$2.09K | ﹤0.01% | 1377 |
|
|
2024
Q4 | $3.93K | Hold |
185
| – | – | ﹤0.01% | 1198 |
|
|
2024
Q3 | $4.01K | Hold |
185
| – | – | ﹤0.01% | 1221 |
|
|
2024
Q2 | $4.12K | Sell |
185
-25
| -12% | -$556 | ﹤0.01% | 1117 |
|
|
2024
Q1 | $4.68K | Buy |
+210
| New | +$4.68K | ﹤0.01% | 1078 |
|