First Personal Financial Services’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-515
| Closed | -$8K | – | 653 |
|
|
2019
Q2 | $8K | Hold |
515
| – | – | ﹤0.01% | 529 |
|
|
2019
Q1 | $7K | Hold |
515
| – | – | ﹤0.01% | 546 |
|
|
2018
Q4 | $7K | Hold |
515
| – | – | ﹤0.01% | 515 |
|
|
2018
Q3 | $8K | Hold |
515
| – | – | ﹤0.01% | 534 |
|
|
2018
Q2 | $8K | Hold |
515
| – | – | ﹤0.01% | 517 |
|
|
2018
Q1 | $9K | Buy |
515
+20
| +4% | +$350 | ﹤0.01% | 809 |
|
|
2017
Q4 | $8K | Buy |
+495
| New | +$8K | ﹤0.01% | 832 |
|