KCS Wealth Advisory’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-57,090
| Closed | -$817K | – | 152 |
|
|
2018
Q4 | $817K | Buy |
57,090
+3,120
| +6% | +$44.6K | 0.86% | 39 |
|
|
2018
Q3 | $875K | Buy |
53,970
+1,285
| +2% | +$20.8K | 0.81% | 42 |
|
|
2018
Q2 | $833K | Buy |
52,685
+2,995
| +6% | +$47.4K | 0.78% | 41 |
|
|
2018
Q1 | $893K | Buy |
49,690
+7,905
| +19% | +$142K | 0.81% | 34 |
|
|
2017
Q4 | $708K | Buy |
+41,785
| New | +$708K | 0.68% | 48 |
|