EverSource Wealth Advisors’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143K | Buy |
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|
2025
Q1 | $18.7K | Sell |
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|
2024
Q4 | $21K | Sell |
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|
2024
Q3 | $70.4K | Buy |
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|
2024
Q2 | $61.4K | Buy |
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|
2024
Q1 | $46.5K | Buy |
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|
2023
Q4 | $29.2K | Buy |
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|
2023
Q3 | $23.6K | Buy |
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|
2023
Q2 | $20.8K | Buy |
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|
2023
Q1 | $14.8K | Buy |
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|
2022
Q4 | $12.4K | Sell |
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|
2022
Q3 | $20K | Buy |
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|
2022
Q2 | $19K | Hold |
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|
2022
Q1 | $22K | Hold |
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|
2021
Q4 | $24K | Buy |
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