Johnson Financial Group Inc (Wisconsin)’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 |
-35
| Closed | -$772 | – | 897 |
|
|
2024
Q1 | $772 | Hold |
35
| – | – | ﹤0.01% | 691 |
|
|
2023
Q4 | $654 | Buy |
+35
| New | +$654 | ﹤0.01% | 809 |
|
|
2013
Q4 | – | Sell |
-14,500
| Closed | -$47K | – | 708 |
|
|
2013
Q3 | $47K | Sell |
14,500
-4,000
| -22% | -$13K | 0.01% | 410 |
|
|
2013
Q2 | $50K | Buy |
+18,500
| New | +$50K | 0.01% | 419 |
|