Heritage Wealth Management (Arizona)’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $151K | Buy |
9,350
+4,655
| +99% | +$75K | 0.02% | 362 |
|
|
2022
Q3 | $66K | Buy |
4,695
+30
| +0.6% | +$422 | 0.02% | 368 |
|
|
2022
Q2 | $78.5K | Buy |
4,665
+65
| +1% | +$1.09K | 0.03% | 362 |
|
|
2022
Q1 | $92K | Buy |
+4,600
| New | +$92K | 0.02% | 379 |
|
|
2021
Q3 | $91K | Sell |
4,835
-420
| -8% | -$7.91K | 0.03% | 359 |
|
|
2021
Q2 | $89K | Buy |
+5,255
| New | +$89K | 0.03% | 358 |
|