Mather Group’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-260
| Closed | -$5.43K | – | 1171 |
|
|
2025
Q1 | $5.43K | Sell |
260
-5
| -2% | -$104 | ﹤0.01% | 1388 |
|
|
2024
Q4 | $5.63K | Hold |
265
| – | – | ﹤0.01% | 1358 |
|
|
2024
Q3 | $6.15K | Buy |
265
+195
| +279% | +$4.53K | ﹤0.01% | 1264 |
|
|
2024
Q2 | $1.54K | Sell |
70
-30
| -30% | -$661 | ﹤0.01% | 1943 |
|
|
2024
Q1 | $1.87K | Buy |
+100
| New | +$1.87K | ﹤0.01% | 1548 |
|