Reilly Financial Advisors’s ORIX IX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-105	Closed	-$2K	–	1039
2021 Q1	$2K	Buy	+105	New	+$2K	﹤0.01%	923
2020 Q3	–	Sell	-210	Closed	-$3K	–	887
2020 Q2	$3K	Hold	210	–	–	﹤0.01%	765
2020 Q1	$2K	Hold	210	–	–	﹤0.01%	790
2019 Q4	$3K	Hold	210	–	–	﹤0.01%	779
2019 Q3	$3K	Hold	210	–	–	﹤0.01%	793
2019 Q2	$3K	Hold	210	–	–	﹤0.01%	836
2019 Q1	$3K	Hold	210	–	–	﹤0.01%	857
2018 Q4	$3K	Hold	210	–	–	﹤0.01%	824
2018 Q3	$3K	Hold	210	–	–	﹤0.01%	904
2018 Q2	$3K	Hold	210	–	–	﹤0.01%	885
2018 Q1	$4K	Hold	210	–	–	﹤0.01%	807
2017 Q4	$4K	Hold	210	–	–	﹤0.01%	808
2017 Q3	$3K	Hold	210	–	–	﹤0.01%	841
2017 Q2	$3K	Hold	210	–	–	﹤0.01%	836
2017 Q1	$3K	Hold	210	–	–	﹤0.01%	813
2016 Q4	$3K	Hold	210	–	–	﹤0.01%	733
2016 Q3	$3K	Hold	210	–	–	﹤0.01%	712
2016 Q2	$3K	Hold	210	–	–	﹤0.01%	679
2016 Q1	$3K	Hold	210	–	–	﹤0.01%	772
2015 Q4	$3K	Hold	210	–	–	﹤0.01%	776
2015 Q3	$3K	Hold	210	–	–	﹤0.01%	1077
2015 Q2	$3K	Hold	210	–	–	﹤0.01%	1175
2015 Q1	$3K	Hold	210	–	–	﹤0.01%	1106
2014 Q4	$3K	Hold	210	–	–	﹤0.01%	705
2014 Q3	$3K	Hold	210	–	–	﹤0.01%	719
2014 Q2	$3K	Hold	210	–	–	﹤0.01%	753
2014 Q1	$3K	Hold	210	–	–	﹤0.01%	729
2013 Q4	$4K	Hold	210	–	–	﹤0.01%	711
2013 Q3	$3K	Hold	210	–	–	﹤0.01%	668
2013 Q2	$3K	Buy	+210	New	+$3K	﹤0.01%	703