Narus Financial Partners’s ORIX IX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
$217K Buy
+13,000
New +$217K 0.15% 72
2017
Q3
$275K Hold
17,000
0.24% 64
2017
Q2
$265K Hold
17,000
0.25% 59
2017
Q1
$253K Hold
17,000
0.24% 57
2016
Q4
$265K Buy
+17,000
New +$265K 0.28% 57