Lourd Capital’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-16,555
| Closed | -$237K | – | 207 |
|
|
2018
Q4 | $237K | Buy |
16,555
+1,195
| +8% | +$17.1K | 0.02% | 237 |
|
|
2018
Q3 | $249K | Buy |
+15,360
| New | +$249K | 0.02% | 263 |
|
|
2018
Q1 | – | Sell |
-18,430
| Closed | -$312K | – | 218 |
|
|
2017
Q4 | $312K | Buy |
+18,430
| New | +$312K | 0.02% | 229 |
|