Liberty Wealth Management’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10
| Closed | – | – | 647 |
|
|
2021
Q3 | $0 | Sell |
10
-85
| -89% | – | ﹤0.01% | 1202 |
|
|
2021
Q2 | $2K | Buy |
95
+20
| +27% | +$421 | ﹤0.01% | 927 |
|
|
2021
Q1 | $1K | Hold |
75
| – | – | ﹤0.01% | 876 |
|
|
2020
Q4 | $1K | Buy |
+75
| New | +$1K | ﹤0.01% | 875 |
|
|
2020
Q3 | – | Sell |
-335
| Closed | -$4K | – | 908 |
|
|
2020
Q2 | $4K | Sell |
335
-150
| -31% | -$1.79K | ﹤0.01% | 650 |
|
|
2020
Q1 | $6K | Buy |
485
+95
| +24% | +$1.18K | 0.01% | 546 |
|
|
2019
Q4 | $7K | Buy |
390
+250
| +179% | +$4.49K | 0.01% | 618 |
|
|
2019
Q3 | $2K | Buy |
+140
| New | +$2K | ﹤0.01% | 741 |
|
|
2019
Q1 | – | Sell |
-510
| Closed | -$7K | – | 789 |
|
|
2018
Q4 | $7K | Buy |
+510
| New | +$7K | 0.01% | 483 |
|