J.P. Morgan Private Wealth Advisors’s ORIX IX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-25,760
| Closed | -$384K | – | 1095 |
|
|
2015
Q2 | $384K | Buy |
25,760
+115
| +0.4% | +$1.71K | ﹤0.01% | 763 |
|
|
2015
Q1 | $361K | Buy |
25,645
+445
| +2% | +$6.26K | ﹤0.01% | 823 |
|
|
2014
Q4 | $315K | Buy |
25,200
+1,225
| +5% | +$15.3K | ﹤0.01% | 856 |
|
|
2014
Q3 | $331K | Buy |
23,975
+1,325
| +6% | +$18.3K | ﹤0.01% | 817 |
|
|
2014
Q2 | $376K | Sell |
22,650
-535
| -2% | -$8.88K | 0.01% | 647 |
|
|
2014
Q1 | $327K | Buy |
23,185
+435
| +2% | +$6.14K | 0.01% | 700 |
|
|
2013
Q4 | $405K | Buy |
+22,750
| New | +$405K | 0.01% | 486 |
|
|
2013
Q3 | – | Sell |
-23,635
| Closed | -$323K | – | 649 |
|
|
2013
Q2 | $323K | Buy |
+23,635
| New | +$323K | 0.01% | 485 |
|