Pinnacle Wealth Planning Services’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Buy |
+9,243
| New | +$208K | 0.03% | 417 |
|
|
2024
Q4 | – | Sell |
-10,295
| Closed | -$239K | – | 479 |
|
|
2024
Q3 | $239K | Hold |
10,295
| – | – | 0.03% | 385 |
|
|
2024
Q2 | $229K | Hold |
10,295
| – | – | 0.03% | 371 |
|
|
2024
Q1 | $227K | Buy |
+10,295
| New | +$227K | 0.03% | 380 |
|
|
2021
Q1 | – | Sell |
-6,160
| Closed | -$95K | – | 1144 |
|
|
2020
Q4 | $95K | Buy |
+6,160
| New | +$95K | 0.02% | 487 |
|