Lenox Wealth Management’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1K | Buy |
+115
| New | +$1K | ﹤0.01% | 698 |
|
|
2020
Q1 | – | Sell |
-175
| Closed | -$3K | – | 735 |
|
|
2019
Q4 | $3K | Hold |
175
| – | – | ﹤0.01% | 602 |
|
|
2019
Q3 | $2K | Buy |
175
+10
| +6% | +$114 | ﹤0.01% | 627 |
|
|
2019
Q2 | $2K | Hold |
165
| – | – | ﹤0.01% | 597 |
|
|
2019
Q1 | $2K | Sell |
165
-100
| -38% | -$1.21K | ﹤0.01% | 613 |
|
|
2018
Q4 | $1K | Buy |
+265
| New | +$1K | ﹤0.01% | 610 |
|