Graves Light Lenhart Wealth’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,385
| Closed | -$49K | – | 714 |
|
|
2021
Q4 | $49K | Hold |
2,385
| – | – | 0.01% | 399 |
|
|
2021
Q3 | $45K | Sell |
2,385
-275
| -10% | -$5.19K | 0.01% | 389 |
|
|
2021
Q2 | $45K | Sell |
2,660
-190
| -7% | -$3.21K | 0.01% | 394 |
|
|
2021
Q1 | $48K | Hold |
2,850
| – | – | 0.01% | 391 |
|
|
2020
Q4 | $44K | Buy |
+2,850
| New | +$44K | 0.01% | 392 |
|