Evoke Wealth’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-340
| Closed | -$5K | – | 757 |
|
|
2022
Q3 | $5K | Sell |
340
-690
| -67% | -$10.1K | ﹤0.01% | 881 |
|
|
2022
Q2 | $17K | Buy |
1,030
+10
| +1% | +$165 | ﹤0.01% | 684 |
|
|
2022
Q1 | $20K | Hold |
1,020
| – | – | ﹤0.01% | 656 |
|
|
2021
Q4 | $21K | Hold |
1,020
| – | – | ﹤0.01% | 670 |
|
|
2021
Q3 | $19K | Buy |
1,020
+680
| +200% | +$12.7K | ﹤0.01% | 644 |
|
|
2021
Q2 | $6K | Sell |
340
-10
| -3% | -$176 | ﹤0.01% | 834 |
|
|
2021
Q1 | $6K | Hold |
350
| – | – | ﹤0.01% | 801 |
|
|
2020
Q4 | $5K | Hold |
350
| – | – | ﹤0.01% | 716 |
|
|
2020
Q3 | $4K | Sell |
350
-55
| -14% | -$629 | ﹤0.01% | 713 |
|
|
2020
Q2 | $5K | Hold |
405
| – | – | ﹤0.01% | 669 |
|
|
2020
Q1 | $4.8K | Sell |
405
-1,000
| -71% | -$11.9K | ﹤0.01% | 617 |
|
|
2019
Q4 | $23.5K | Sell |
1,405
-50
| -3% | -$835 | ﹤0.01% | 556 |
|
|
2019
Q3 | $21.9K | Buy |
+1,455
| New | +$21.9K | ﹤0.01% | 631 |
|