Neuburgh Advisers’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-8,360
| Closed | -$136K | – | 913 |
|
|
2018
Q3 | $136K | Hold |
8,360
| – | – | ﹤0.01% | 769 |
|
|
2018
Q2 | $132K | Hold |
8,360
| – | – | ﹤0.01% | 748 |
|
|
2018
Q1 | $150K | Hold |
8,360
| – | – | 0.01% | 712 |
|
|
2017
Q4 | $142K | Hold |
8,360
| – | – | 0.01% | 729 |
|
|
2017
Q3 | $135K | Hold |
8,360
| – | – | 0.01% | 701 |
|
|
2017
Q2 | $130K | Hold |
8,360
| – | – | ﹤0.01% | 670 |
|
|
2017
Q1 | $124K | Hold |
8,360
| – | – | ﹤0.01% | 584 |
|
|
2016
Q4 | $130K | Buy |
+8,360
| New | +$130K | 0.01% | 539 |
|