CVA Family Office’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78K | Sell |
168
-2
| -1% | -$45 | ﹤0.01% | 925 |
|
|
2025
Q1 | $3.55K | Hold |
170
| – | – | ﹤0.01% | 942 |
|
|
2024
Q4 | $3.61K | Hold |
170
| – | – | ﹤0.01% | 921 |
|
|
2024
Q3 | $3.95K | Hold |
170
| – | – | ﹤0.01% | 883 |
|
|
2024
Q2 | $3.78K | Hold |
170
| – | – | ﹤0.01% | 865 |
|
|
2024
Q1 | $3.75K | Hold |
170
| – | – | ﹤0.01% | 866 |
|
|
2023
Q4 | $3.18K | Buy |
+170
| New | +$3.18K | ﹤0.01% | 860 |
|
|
2023
Q3 | – | Sell |
-60
| Closed | -$1.1K | – | 597 |
|
|
2023
Q2 | $1.1K | Buy |
+60
| New | +$1.1K | ﹤0.01% | 932 |
|