Manchester Capital Management’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58K | Buy |
+70
| New | +$1.58K | ﹤0.01% | 1022 |
|
|
2022
Q1 | – | Sell |
-470
| Closed | -$10K | – | 1076 |
|
|
2021
Q4 | $10K | Buy |
470
+205
| +77% | +$4.36K | ﹤0.01% | 568 |
|
|
2021
Q3 | $5K | Hold |
265
| – | – | ﹤0.01% | 685 |
|
|
2021
Q2 | $4K | Buy |
+265
| New | +$4K | ﹤0.01% | 594 |
|
|
2015
Q1 | – | Sell |
-1,340
| Closed | -$17K | – | 708 |
|
|
2014
Q4 | $17K | Sell |
1,340
-2,705
| -67% | -$34.3K | ﹤0.01% | 911 |
|
|
2014
Q3 | $56K | Buy |
4,045
+1,380
| +52% | +$19.1K | 0.01% | 704 |
|
|
2014
Q2 | $44K | Buy |
+2,665
| New | +$44K | 0.01% | 734 |
|