Point View Wealth Management’s ORIX IX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-12,885
| Closed | -$201K | – | 268 |
|
|
2017
Q2 | $201K | Sell |
12,885
-1,215
| -9% | -$19K | 0.1% | 226 |
|
|
2017
Q1 | $210K | Hold |
14,100
| – | – | 0.11% | 219 |
|
|
2016
Q4 | $219K | Hold |
14,100
| – | – | 0.13% | 201 |
|
|
2016
Q3 | $209K | Buy |
+14,100
| New | +$209K | 0.12% | 200 |
|
|
2016
Q2 | – | Sell |
-14,100
| Closed | -$201K | – | 238 |
|
|
2016
Q1 | $201K | Buy |
+14,100
| New | +$201K | 0.13% | 197 |
|
|
2015
Q3 | – | Sell |
-14,100
| Closed | -$210K | – | 206 |
|
|
2015
Q2 | $210K | Buy |
+14,100
| New | +$210K | 0.16% | 169 |
|
|
2014
Q3 | – | Sell |
-14,100
| Closed | -$234K | – | 189 |
|
|
2014
Q2 | $234K | Buy |
+14,100
| New | +$234K | 0.2% | 156 |
|
|
2014
Q1 | – | Sell |
-16,230
| Closed | -$289K | – | 181 |
|
|
2013
Q4 | $289K | Buy |
+16,230
| New | +$289K | 0.27% | 124 |
|