Global Retirement Partners’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.6K | Buy |
+913
| New | +$20.6K | ﹤0.01% | 2275 |
|
|
2024
Q4 | $1.91K | Sell |
90
-125
| -58% | -$2.66K | ﹤0.01% | 3087 |
|
|
2024
Q3 | $4.99K | Sell |
215
-85
| -28% | -$1.97K | ﹤0.01% | 2554 |
|
|
2024
Q2 | $6.68K | Buy |
300
+75
| +33% | +$1.67K | ﹤0.01% | 2473 |
|
|
2024
Q1 | $4.96K | Hold |
225
| – | – | ﹤0.01% | 2398 |
|
|
2023
Q4 | $4.32K | Hold |
225
| – | – | ﹤0.01% | 2380 |
|
|
2023
Q3 | $3.93K | Buy |
225
+25
| +13% | +$437 | ﹤0.01% | 2274 |
|
|
2023
Q2 | $3.65K | Hold |
200
| – | – | ﹤0.01% | 2323 |
|
|
2023
Q1 | $3.34K | Sell |
200
-115
| -37% | -$1.92K | ﹤0.01% | 2309 |
|
|
2022
Q4 | $5.07K | Sell |
315
-25
| -7% | -$403 | ﹤0.01% | 2019 |
|
|
2022
Q3 | $5K | Buy |
340
+55
| +19% | +$809 | ﹤0.01% | 1933 |
|
|
2022
Q2 | $5K | Buy |
285
+15
| +6% | +$263 | ﹤0.01% | 1887 |
|
|
2022
Q1 | $5K | Sell |
270
-10
| -4% | -$185 | ﹤0.01% | 1885 |
|
|
2021
Q4 | $6K | Hold |
280
| – | – | ﹤0.01% | 178 |
|
|
2021
Q3 | $5K | Buy |
+280
| New | +$5K | ﹤0.01% | 1620 |
|
|
2020
Q2 | – | Sell |
-305
| Closed | -$4K | – | 1667 |
|
|
2020
Q1 | $4K | Buy |
305
+70
| +30% | +$918 | ﹤0.01% | 1286 |
|
|
2019
Q4 | $4K | Buy |
235
+70
| +42% | +$1.19K | ﹤0.01% | 1374 |
|
|
2019
Q3 | $2K | Buy |
+165
| New | +$2K | ﹤0.01% | 1446 |
|