Exchange Capital Management’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-345
| Closed | -$6K | – | 199 |
|
|
2018
Q3 | $6K | Hold |
345
| – | – | ﹤0.01% | 258 |
|
|
2018
Q2 | $5K | Hold |
345
| – | – | ﹤0.01% | 230 |
|
|
2018
Q1 | $6K | Buy |
+345
| New | +$6K | ﹤0.01% | 211 |
|
|
2015
Q1 | – | Sell |
-200
| Closed | -$3K | – | 213 |
|
|
2014
Q4 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 237 |
|