Quantum Capital Management (California)’s ORIX IX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$86K Sell
6,910
-590
-8% -$7.34K 0.1% 123
2020
Q2
$92K Sell
7,500
-2,450
-25% -$30.1K 0.05% 176
2020
Q1
$118K Sell
9,950
-620
-6% -$7.35K 0.08% 158
2019
Q4
$176K Sell
10,570
-200
-2% -$3.33K 0.08% 156
2019
Q3
$162K Buy
+10,770
New +$162K 0.08% 169