Santa Barbara Asset Management’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $3.49M | Buy |
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|
2018
Q4 | $2.25M | Sell |
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|
2018
Q3 | $2.56M | Hold |
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|
2018
Q2 | $2.49M | Sell |
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|
2018
Q1 | $4.12M | Buy |
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|
2017
Q4 | $3.72M | Sell |
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|
2017
Q3 | $3.72M | Buy |
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|
2017
Q2 | $2.68M | Sell |
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|
2017
Q1 | $2.55M | Buy |
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|
2016
Q4 | $2.23M | Buy |
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|
2016
Q3 | $1.84M | Hold |
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|
2016
Q2 | $1.59M | Buy |
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|
2016
Q1 | $1.76M | Buy |
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