One Wealth Advisors’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,575
| Closed | -$25.4K | – | 406 |
|
|
2022
Q4 | $25.4K | Buy |
+1,575
| New | +$25.4K | 0.01% | 494 |
|
|
2019
Q2 | – | Sell |
-11,170
| Closed | -$161K | – | 303 |
|
|
2019
Q1 | $161K | Buy |
+11,170
| New | +$161K | 0.13% | 139 |
|
|
2018
Q4 | – | Sell |
-10,455
| Closed | -$169K | – | 288 |
|
|
2018
Q3 | $169K | Sell |
10,455
-435
| -4% | -$7.03K | 0.13% | 143 |
|
|
2018
Q2 | $172K | Buy |
10,890
+9,360
| +612% | +$148K | 0.14% | 144 |
|
|
2018
Q1 | $27K | Buy |
+1,530
| New | +$27K | 0.02% | 283 |
|