OneDigital Investment Advisors’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-9,545
| Closed | -$137K | – | 1214 |
|
|
2019
Q1 | $137K | Hold |
9,545
| – | – | 0.02% | 327 |
|
|
2018
Q4 | $137K | Hold |
9,545
| – | – | 0.02% | 304 |
|
|
2018
Q3 | $155K | Hold |
9,545
| – | – | 0.04% | 214 |
|
|
2018
Q2 | $151K | Buy |
9,545
+2,590
| +37% | +$41K | 0.03% | 265 |
|
|
2018
Q1 | $125K | Buy |
+6,955
| New | +$125K | 0.03% | 301 |
|