RMR Wealth Builders’s ORIX IX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-700
| Closed | -$12K | – | 430 |
|
|
2021
Q1 | $12K | Hold |
700
| – | – | ﹤0.01% | 577 |
|
|
2020
Q4 | $11K | Buy |
+700
| New | +$11K | 0.01% | 404 |
|
|
2020
Q3 | – | Sell |
-595
| Closed | -$7K | – | 346 |
|
|
2020
Q2 | $7K | Buy |
+595
| New | +$7K | 0.01% | 359 |
|
|
2019
Q4 | $10K | Buy |
+595
| New | +$10K | 0.01% | 343 |
|