Israel Discount Bank of New York’s ORIX IX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-3,600
| Closed | -$52K | – | 220 |
|
2019
Q1 | $52K | Hold |
3,600
| – | – | 0.04% | 198 |
|
2018
Q4 | $52K | Buy |
3,600
+100
| +3% | +$1.44K | 0.04% | 165 |
|
2018
Q3 | $57K | Sell |
3,500
-1,575
| -31% | -$25.7K | 0.04% | 177 |
|
2018
Q2 | $80K | Hold |
5,075
| – | – | 0.05% | 165 |
|
2018
Q1 | $91K | Hold |
5,075
| – | – | 0.06% | 138 |
|
2017
Q4 | $86K | Hold |
5,075
| – | – | 0.06% | 150 |
|
2017
Q3 | $82K | Hold |
5,075
| – | – | 0.06% | 166 |
|
2017
Q2 | $79K | Hold |
5,075
| – | – | 0.06% | 178 |
|
2017
Q1 | $75K | Buy |
5,075
+500
| +11% | +$7.39K | 0.06% | 182 |
|
2016
Q4 | $71K | Buy |
+4,575
| New | +$71K | 0.06% | 193 |
|