Standard Family Office’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,110
| Closed | -$16K | – | 225 |
|
|
2022
Q3 | $16K | Buy |
+1,110
| New | +$16K | 0.01% | 219 |
|
|
2021
Q2 | – | Sell |
-2,010
| Closed | -$34K | – | 597 |
|
|
2021
Q1 | $34K | Buy |
2,010
+335
| +20% | +$5.67K | 0.01% | 279 |
|
|
2020
Q4 | $26K | Buy |
+1,675
| New | +$26K | 0.01% | 283 |
|