Navellier & Associates’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-23,225
| Closed | -$386K | – | 341 |
|
|
2014
Q2 | $386K | Sell |
23,225
-1,215
| -5% | -$20.2K | 0.02% | 224 |
|
|
2014
Q1 | $344K | Sell |
24,440
-12,210
| -33% | -$172K | 0.02% | 232 |
|
|
2013
Q4 | $653K | Buy |
36,650
+6,930
| +23% | +$123K | 0.03% | 138 |
|
|
2013
Q3 | $486K | Buy |
29,720
+1,655
| +6% | +$27.1K | 0.01% | 171 |
|
|
2013
Q2 | $384K | Buy |
+28,065
| New | +$384K | 0.02% | 174 |
|