NewEdge Advisors’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.52K | Buy |
334
+14
| +4% | +$315 | ﹤0.01% | 3298 |
|
|
2025
Q1 | $6.69K | Hold |
320
| – | – | ﹤0.01% | 3217 |
|
|
2024
Q4 | $6.8K | Hold |
320
| – | – | ﹤0.01% | 3149 |
|
|
2024
Q3 | $7.43K | Hold |
320
| – | – | ﹤0.01% | 3030 |
|
|
2024
Q2 | $7.12K | Sell |
320
-445
| -58% | -$9.91K | ﹤0.01% | 2979 |
|
|
2024
Q1 | $16.9K | Buy |
765
+575
| +303% | +$12.7K | ﹤0.01% | 2684 |
|
|
2023
Q4 | $3.55K | Buy |
+190
| New | +$3.55K | ﹤0.01% | 3212 |
|
|
2023
Q1 | – | Sell |
-635
| Closed | -$10.2K | – | 3801 |
|
|
2022
Q4 | $10.2K | Buy |
+635
| New | +$10.2K | ﹤0.01% | 2365 |
|