Janney Montgomery Scott’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-28,905
| Closed | -$637K | – | 2717 |
|
|
2024
Q1 | $637K | Sell |
28,905
-380
| -1% | -$8.37K | ﹤0.01% | 1801 |
|
|
2023
Q4 | $547K | Sell |
29,285
-230
| -0.8% | -$4.3K | ﹤0.01% | 1834 |
|
|
2023
Q3 | $554K | Buy |
29,515
+1,750
| +6% | +$32.8K | ﹤0.01% | 1704 |
|
|
2023
Q2 | $506K | Buy |
27,765
+10,265
| +59% | +$187K | ﹤0.01% | 1850 |
|
|
2023
Q1 | $287K | Buy |
+17,500
| New | +$287K | ﹤0.01% | 2075 |
|