FineMark National Bank & Trust’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-170
| Closed | -$2K | – | 1421 |
|
|
2015
Q3 | $2K | Buy |
170
+95
| +127% | +$1.12K | ﹤0.01% | 1264 |
|
|
2015
Q2 | $1K | Hold |
75
| – | – | ﹤0.01% | 1343 |
|
|
2015
Q1 | $1K | Hold |
75
| – | – | ﹤0.01% | 1327 |
|
|
2014
Q4 | $1K | Hold |
75
| – | – | ﹤0.01% | 1341 |
|
|
2014
Q3 | $1K | Hold |
75
| – | – | ﹤0.01% | 1319 |
|
|
2014
Q2 | $1K | Hold |
75
| – | – | ﹤0.01% | 1335 |
|
|
2014
Q1 | $1K | Hold |
75
| – | – | ﹤0.01% | 1356 |
|
|
2013
Q4 | $1K | Hold |
75
| – | – | ﹤0.01% | 1416 |
|
|
2013
Q3 | $1K | Hold |
75
| – | – | ﹤0.01% | 1372 |
|
|
2013
Q2 | $1K | Buy |
+75
| New | +$1K | ﹤0.01% | 1332 |
|