Creative Financial Designs’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04K | Sell |
135
-75
| -36% | -$1.69K | ﹤0.01% | 1614 |
|
|
2025
Q1 | $4.39K | Buy |
210
+75
| +56% | +$1.57K | ﹤0.01% | 1513 |
|
|
2024
Q4 | $2.87K | Hold |
135
| – | – | ﹤0.01% | 1535 |
|
|
2024
Q3 | $3.13K | Hold |
135
| – | – | ﹤0.01% | 1469 |
|
|
2024
Q2 | $3.01K | Hold |
135
| – | – | ﹤0.01% | 1424 |
|
|
2024
Q1 | $2.98K | Hold |
135
| – | – | ﹤0.01% | 1421 |
|
|
2023
Q4 | $2.52K | Hold |
135
| – | – | ﹤0.01% | 1391 |
|
|
2023
Q3 | $2.54K | Hold |
135
| – | – | ﹤0.01% | 1298 |
|
|
2023
Q2 | $2.46K | Hold |
135
| – | – | ﹤0.01% | 1286 |
|
|
2023
Q1 | $2.22K | Hold |
135
| – | – | ﹤0.01% | 1246 |
|
|
2022
Q4 | $2.17K | Hold |
135
| – | – | ﹤0.01% | 1152 |
|
|
2022
Q3 | $2K | Hold |
135
| – | – | ﹤0.01% | 1170 |
|
|
2022
Q2 | $2K | Hold |
135
| – | – | ﹤0.01% | 1127 |
|
|
2022
Q1 | $3K | Hold |
135
| – | – | ﹤0.01% | 1121 |
|
|
2021
Q4 | $3K | Hold |
135
| – | – | ﹤0.01% | 1087 |
|
|
2021
Q3 | $3K | Hold |
135
| – | – | ﹤0.01% | 1252 |
|
|
2021
Q2 | $2K | Hold |
135
| – | – | ﹤0.01% | 1328 |
|
|
2021
Q1 | $2K | Hold |
135
| – | – | ﹤0.01% | 1214 |
|
|
2020
Q4 | $2K | Hold |
135
| – | – | ﹤0.01% | 1134 |
|
|
2020
Q3 | $2K | Hold |
135
| – | – | ﹤0.01% | 1095 |
|
|
2020
Q2 | $2K | Buy |
+135
| New | +$2K | ﹤0.01% | 1033 |
|
|
2018
Q4 | – | Sell |
-135
| Closed | -$2K | – | 677 |
|
|
2018
Q3 | $2K | Hold |
135
| – | – | ﹤0.01% | 642 |
|
|
2018
Q2 | $2K | Hold |
135
| – | – | ﹤0.01% | 653 |
|
|
2018
Q1 | $2K | Hold |
135
| – | – | ﹤0.01% | 605 |
|
|
2017
Q4 | $2K | Hold |
135
| – | – | ﹤0.01% | 605 |
|
|
2017
Q3 | $2K | Hold |
135
| – | – | ﹤0.01% | 633 |
|
|
2017
Q2 | $2K | Hold |
135
| – | – | ﹤0.01% | 638 |
|
|
2017
Q1 | $2K | Hold |
135
| – | – | ﹤0.01% | 600 |
|
|
2016
Q4 | $2K | Buy |
+135
| New | +$2K | ﹤0.01% | 589 |
|