FinTrust Capital Advisors’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-115
| Closed | -$2.56K | – | 1396 |
|
|
2024
Q2 | $2.56K | Buy |
+115
| New | +$2.56K | ﹤0.01% | 1133 |
|
|
2019
Q2 | – | Sell |
-175
| Closed | -$3K | – | 1147 |
|
|
2019
Q1 | $3K | Sell |
175
-50
| -22% | -$857 | ﹤0.01% | 1028 |
|
|
2018
Q4 | $3K | Buy |
+225
| New | +$3K | ﹤0.01% | 1034 |
|