Principal Securities’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.6K | Buy |
1,360
+1,118
| +462% | +$25.2K | ﹤0.01% | 2121 |
|
|
2025
Q1 | $25.7K | Sell |
242
-968
| -80% | -$103K | ﹤0.01% | 2077 |
|
|
2024
Q4 | $25.7K | Sell |
1,210
-25
| -2% | -$531 | ﹤0.01% | 2071 |
|
|
2024
Q3 | $28.7K | Buy |
1,235
+335
| +37% | +$7.78K | ﹤0.01% | 1941 |
|
|
2024
Q2 | $20K | Buy |
900
+125
| +16% | +$2.78K | ﹤0.01% | 2066 |
|
|
2024
Q1 | $17.1K | Buy |
775
+290
| +60% | +$6.39K | ﹤0.01% | 2090 |
|
|
2023
Q4 | $9.06K | Buy |
+485
| New | +$9.06K | ﹤0.01% | 2296 |
|