tru Independence’s ORIX IX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-725
| Closed | -$11 | – | 503 |
|
2020
Q4 | $11 | Buy |
+725
| New | +$11 | ﹤0.01% | 575 |
|
2020
Q3 | – | Sell |
-725
| Closed | -$9 | – | 601 |
|
2020
Q2 | $9 | Sell |
725
-1,125
| -61% | -$14 | ﹤0.01% | 610 |
|
2020
Q1 | $22 | Hold |
1,850
| – | – | ﹤0.01% | 377 |
|
2019
Q4 | $22K | Buy |
+1,850
| New | +$22K | ﹤0.01% | 478 |
|