Legacy Financial Advisors’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 |
-340
| Closed | -$5K | – | 511 |
|
|
2019
Q1 | $5K | Hold |
340
| – | – | ﹤0.01% | 773 |
|
|
2018
Q4 | $5K | Sell |
340
-1,045
| -75% | -$15.4K | ﹤0.01% | 732 |
|
|
2018
Q3 | $22K | Buy |
1,385
+145
| +12% | +$2.3K | 0.01% | 361 |
|
|
2018
Q2 | $20K | Buy |
1,240
+640
| +107% | +$10.3K | 0.01% | 381 |
|
|
2018
Q1 | $10K | Hold |
600
| – | – | ﹤0.01% | 475 |
|
|
2017
Q4 | $10K | Buy |
+600
| New | +$10K | ﹤0.01% | 478 |
|