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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $148K | Buy |
4,944
+4,857
| +5,583% | +$154K | ﹤0.01% | 708 |
|
|
2025
Q4 | $2.54K | Sell |
87
-18
| -17% | -$477 | ﹤0.01% | 1238 |
|
|
2025
Q3 | $2.74K | Hold |
105
| – | – | ﹤0.01% | 1211 |
|
|
2025
Q2 | $2.37K | Buy |
+105
| New | +$2.16K | ﹤0.01% | 1209 |
|
|
2025
Q1 | – | Sell |
-130
| Closed | -$2.76K | – | 1451 |
|
|
2024
Q4 | $2.76K | Hold |
130
| – | – | ﹤0.01% | 1153 |
|
|
2024
Q3 | $3.02K | Hold |
130
| – | – | ﹤0.01% | 1147 |
|
|
2024
Q2 | $2.89K | Buy |
130
+75
| +136% | +$1.6K | ﹤0.01% | 1118 |
|
|
2024
Q1 | $1.21K | Hold |
55
| – | – | ﹤0.01% | 1163 |
|
|
2023
Q4 | $1.03K | Hold |
55
| – | – | ﹤0.01% | 1182 |
|
|
2023
Q3 | $1.03K | Hold |
55
| – | – | ﹤0.01% | 1178 |
|
|
2023
Q2 | $1K | Hold |
55
| – | – | ﹤0.01% | 1208 |
|
|
2023
Q1 | $903 | Hold |
55
| – | – | ﹤0.01% | 1196 |
|
|
2022
Q4 | $886 | Hold |
55
| – | – | ﹤0.01% | 1153 |
|
|
2022
Q3 | $777 | Hold |
55
| – | – | ﹤0.01% | 1172 |
|
|
2022
Q2 | $926 | Hold |
55
| – | – | ﹤0.01% | 1177 |
|
|
2022
Q1 | $1.1K | Sell |
55
-250
| -82% | -$5.11K | ﹤0.01% | 1206 |
|
|
2021
Q4 | $6.21K | Hold |
305
| – | – | ﹤0.01% | 941 |
|
|
2021
Q3 | $5.77K | Sell |
305
-1,165
| -79% | -$21.4K | ﹤0.01% | 948 |
|
|
2021
Q2 | $24.9K | Buy |
1,470
+135
| +10% | +$2.3K | ﹤0.01% | 829 |
|
|
2021
Q1 | $22.6K | Buy |
1,335
+190
| +17% | +$3.25K | ﹤0.01% | 814 |
|
|
2020
Q4 | $17.7K | Buy |
1,145
+970
| +554% | +$13.7K | ﹤0.01% | 793 |
|
|
2020
Q3 | $2.19K | Sell |
175
-7,615
| -98% | -$93.6K | ﹤0.01% | 912 |
|
|
2020
Q2 | $96K | Sell |
7,790
-6,495
| -45% | -$79.8K | 0.01% | 524 |
|
|
2020
Q1 | $169K | Sell |
14,285
-3,280
| -19% | -$51.8K | 0.01% | 435 |
|
|
2019
Q4 | $293K | Buy |
+17,565
| New | +$282K | 0.02% | 415 |
|
Other funds holding IX
TAM
TRSOTSOK
CCM
