Loring Wolcott & Coolidge Fiduciary Advisors’s ORIX IX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-500
Closed -$8K 851
2021
Q2
$8K Buy
+500
New +$8K ﹤0.01% 672
2014
Q2
Sell
-430
Closed -$6K 627
2014
Q1
$6K Buy
+430
New +$6K ﹤0.01% 570