Cornerstone Planning Group’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $702 | Hold |
30
| – | – | ﹤0.01% | 1199 |
|
|
2025
Q1 | $604 | Hold |
30
| – | – | ﹤0.01% | 1246 |
|
|
2024
Q4 | $636 | Buy |
30
+15
| +100% | +$318 | ﹤0.01% | 1069 |
|
|
2024
Q3 | $320 | Hold |
15
| – | – | ﹤0.01% | 1183 |
|
|
2024
Q2 | $309 | Hold |
15
| – | – | ﹤0.01% | 1142 |
|
|
2024
Q1 | $314 | Hold |
15
| – | – | ﹤0.01% | 988 |
|
|
2023
Q4 | $280 | Hold |
15
| – | – | ﹤0.01% | 835 |
|
|
2023
Q3 | $282 | Buy |
+15
| New | +$282 | ﹤0.01% | 982 |
|