TrueWealth LLC’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1K | Hold |
90
| – | – | ﹤0.01% | 682 |
|
|
2020
Q1 | $1K | Hold |
90
| – | – | ﹤0.01% | 696 |
|
|
2019
Q4 | $2K | Hold |
90
| – | – | ﹤0.01% | 675 |
|
|
2019
Q3 | $1K | Hold |
90
| – | – | ﹤0.01% | 675 |
|
|
2019
Q2 | $1K | Hold |
90
| – | – | ﹤0.01% | 692 |
|
|
2019
Q1 | $1K | Hold |
90
| – | – | ﹤0.01% | 695 |
|
|
2018
Q4 | $1K | Hold |
90
| – | – | ﹤0.01% | 697 |
|
|
2018
Q3 | $1K | Hold |
90
| – | – | ﹤0.01% | 776 |
|
|
2018
Q2 | $1K | Hold |
90
| – | – | ﹤0.01% | 787 |
|
|
2018
Q1 | $2K | Hold |
90
| – | – | ﹤0.01% | 701 |
|
|
2017
Q4 | $2K | Buy |
+90
| New | +$2K | ﹤0.01% | 806 |
|