Patriot Financial Group Insurance Agency’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-960
| Closed | -$16K | – | 1177 |
|
|
2022
Q2 | $16K | Sell |
960
-150
| -14% | -$2.5K | ﹤0.01% | 1084 |
|
|
2022
Q1 | $22K | Hold |
1,110
| – | – | ﹤0.01% | 1054 |
|
|
2021
Q4 | $23K | Hold |
1,110
| – | – | ﹤0.01% | 1164 |
|
|
2021
Q3 | $21K | Buy |
1,110
+150
| +16% | +$2.84K | ﹤0.01% | 1188 |
|
|
2021
Q2 | $16K | Hold |
960
| – | – | ﹤0.01% | 1272 |
|
|
2021
Q1 | $16K | Buy |
960
+265
| +38% | +$4.42K | ﹤0.01% | 1193 |
|
|
2020
Q4 | $11K | Hold |
695
| – | – | ﹤0.01% | 1184 |
|
|
2020
Q3 | $9K | Hold |
695
| – | – | ﹤0.01% | 1061 |
|
|
2020
Q2 | $9K | Buy |
695
+220
| +46% | +$2.85K | ﹤0.01% | 1000 |
|
|
2020
Q1 | $6K | Buy |
+475
| New | +$6K | ﹤0.01% | 1012 |
|