Stratos Wealth Partners’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-215
| Closed | -$3K | – | 1659 |
|
|
2018
Q3 | $3K | Buy |
+215
| New | +$3K | ﹤0.01% | 2614 |
|
|
2018
Q2 | – | Sell |
-215
| Closed | -$4K | – | 1782 |
|
|
2018
Q1 | $4K | Sell |
215
-145
| -40% | -$2.7K | ﹤0.01% | 2680 |
|
|
2017
Q4 | $6K | Buy |
+360
| New | +$6K | ﹤0.01% | 2334 |
|