Global Retirement Partners’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $37.7K | Buy |
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|
2025
Q2 | $20.6K | Buy |
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|
2024
Q4 | $1.91K | Sell |
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|
2024
Q3 | $4.99K | Sell |
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|
2024
Q2 | $6.68K | Buy |
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|
2024
Q1 | $4.96K | Hold |
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|
2023
Q4 | $4.32K | Hold |
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|
2023
Q3 | $3.93K | Buy |
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|
2023
Q2 | $3.65K | Hold |
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|
2023
Q1 | $3.34K | Sell |
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|
2022
Q4 | $5.07K | Sell |
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|
2022
Q3 | $5K | Buy |
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|
2022
Q2 | $5K | Buy |
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|
2022
Q1 | $5K | Sell |
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|
2021
Q4 | $6K | Hold |
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|
2021
Q3 | $5K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $4K | Buy |
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|
2019
Q4 | $4K | Buy |
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|
2019
Q3 | $2K | Buy |
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