SimplyRich’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.21M | Buy |
|
|||||
|
2025
Q2 | $1.03M | Buy |
|
|||||
|
2025
Q1 | $656K | Buy |
|
|||||
|
2024
Q4 | $659K | Sell |
|
|||||
|
2024
Q3 | $728K | Hold |
|
|||||
|
2024
Q2 | $698K | Hold |
|
|||||
|
2024
Q1 | $692K | Hold |
|
|||||
|
2023
Q4 | $586K | Hold |
|
|||||
|
2023
Q3 | $589K | Hold |
|
|||||
|
2023
Q2 | $572K | Hold |
|
|||||
|
2023
Q1 | $515K | Hold |
|
|||||
|
2022
Q4 | $505K | Sell |
|
|||||
|
2022
Q3 | $464K | Hold |
|
|||||
|
2022
Q2 | $553K | Hold |
|
|||||
|
2022
Q1 | $656K | Sell |
|
|||||
|
2021
Q4 | $690K | Hold |
|
|||||
|
2021
Q3 | $640K | Hold |
|
|||||
|
2021
Q2 | $573K | Hold |
|
|||||
|
2021
Q1 | $575K | Buy |
|
|||||
|
2020
Q4 | $508K | Sell |
|
|||||
|
2020
Q3 | $458K | Buy |
|
|||||
|
2020
Q2 | $359K | Buy |
|