SeaCrest Wealth Management’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-90
| Closed | -$1K | – | 1190 |
|
|
2019
Q1 | $1K | Hold |
90
| – | – | ﹤0.01% | 2031 |
|
|
2018
Q4 | $1K | Sell |
90
-350
| -80% | -$3.89K | ﹤0.01% | 2023 |
|
|
2018
Q3 | $7K | Hold |
440
| – | – | ﹤0.01% | 1767 |
|
|
2018
Q2 | $7K | Hold |
440
| – | – | ﹤0.01% | 1718 |
|
|
2018
Q1 | $8K | Hold |
440
| – | – | ﹤0.01% | 1664 |
|
|
2017
Q4 | $7K | Buy |
+440
| New | +$7K | ﹤0.01% | 1711 |
|