PDS Planning’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Sell |
10,624
-225
| -2% | -$5.07K | 0.02% | 426 |
|
|
2025
Q1 | $227K | Buy |
10,849
+1,284
| +13% | +$26.8K | 0.02% | 400 |
|
|
2024
Q4 | $203K | Sell |
9,565
-1,580
| -14% | -$33.6K | 0.02% | 399 |
|
|
2024
Q3 | $259K | Buy |
11,145
+730
| +7% | +$16.9K | 0.02% | 339 |
|
|
2024
Q2 | $232K | Sell |
10,415
-240
| -2% | -$5.34K | 0.02% | 327 |
|
|
2024
Q1 | $235K | Buy |
+10,655
| New | +$235K | 0.02% | 324 |
|