Stonebridge Capital Advisors’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-70
| Closed | -$1K | – | 447 |
|
|
2020
Q2 | $1K | Hold |
70
| – | – | ﹤0.01% | 724 |
|
|
2020
Q1 | $1K | Hold |
70
| – | – | ﹤0.01% | 717 |
|
|
2019
Q4 | $1K | Hold |
70
| – | – | ﹤0.01% | 795 |
|
|
2019
Q3 | $1K | Hold |
70
| – | – | ﹤0.01% | 795 |
|
|
2019
Q2 | $1K | Buy |
+70
| New | +$1K | ﹤0.01% | 839 |
|