TD Private Client Wealth’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 | $2.74K | Hold |
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|
2025
Q2 | $2.37K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $2.76K | Hold |
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|
2024
Q3 | $3.02K | Hold |
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|
2024
Q2 | $2.89K | Buy |
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|
2024
Q1 | $1.21K | Hold |
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|
2023
Q4 | $1.03K | Hold |
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|
2023
Q3 | $1.03K | Hold |
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|
2023
Q2 | $1K | Hold |
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|
2023
Q1 | $903 | Hold |
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|
2022
Q4 | $886 | Hold |
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|
2022
Q3 | $777 | Hold |
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|
2022
Q2 | $926 | Hold |
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|
2022
Q1 | $1.1K | Sell |
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|
2021
Q4 | $6.21K | Hold |
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|
2021
Q3 | $5.77K | Sell |
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|
2021
Q2 | $24.9K | Buy |
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|
2021
Q1 | $22.6K | Buy |
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|
2020
Q4 | $17.7K | Buy |
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|
2020
Q3 | $2.19K | Sell |
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|
2020
Q2 | $96K | Sell |
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|
2020
Q1 | $169K | Sell |
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|
2019
Q4 | $293K | Buy |
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