Lenox Wealth Advisors’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $13K | Hold |
725
| – | – | ﹤0.01% | 440 |
|
|
2021
Q4 | $15K | Hold |
725
| – | – | ﹤0.01% | 450 |
|
|
2021
Q3 | $14K | Hold |
725
| – | – | ﹤0.01% | 425 |
|
|
2021
Q2 | $12K | Hold |
725
| – | – | ﹤0.01% | 442 |
|
|
2021
Q1 | $12K | Hold |
725
| – | – | ﹤0.01% | 386 |
|
|
2020
Q4 | $11K | Hold |
725
| – | – | ﹤0.01% | 410 |
|
|
2020
Q3 | $9K | Hold |
725
| – | – | ﹤0.01% | 386 |
|
|
2020
Q2 | $9K | Hold |
725
| – | – | ﹤0.01% | 389 |
|
|
2020
Q1 | $9K | Hold |
725
| – | – | ﹤0.01% | 355 |
|
|
2019
Q4 | $12K | Hold |
725
| – | – | ﹤0.01% | 396 |
|
|
2019
Q3 | $11K | Hold |
725
| – | – | ﹤0.01% | 357 |
|
|
2019
Q2 | $11K | Hold |
725
| – | – | ﹤0.01% | 277 |
|
|
2019
Q1 | $10K | Hold |
725
| – | – | ﹤0.01% | 271 |
|
|
2018
Q4 | $10K | Sell |
725
-110
| -13% | -$1.52K | ﹤0.01% | 255 |
|
|
2018
Q3 | $14K | Sell |
835
-505
| -38% | -$8.47K | ﹤0.01% | 241 |
|
|
2018
Q2 | $21K | Sell |
1,340
-625
| -32% | -$9.8K | ﹤0.01% | 247 |
|
|
2018
Q1 | $35K | Buy |
1,965
+1,820
| +1,255% | +$32.4K | 0.01% | 200 |
|
|
2017
Q4 | $2K | Buy |
+145
| New | +$2K | ﹤0.01% | 342 |
|