Valeo Financial Advisors’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,545
| Closed | -$26K | – | 1091 |
|
|
2021
Q1 | $26K | Hold |
1,545
| – | – | ﹤0.01% | 1026 |
|
|
2020
Q4 | $24K | Hold |
1,545
| – | – | ﹤0.01% | 964 |
|
|
2020
Q3 | $19K | Buy |
1,545
+1,280
| +483% | +$15.7K | ﹤0.01% | 894 |
|
|
2020
Q2 | $3K | Buy |
265
+200
| +308% | +$2.26K | ﹤0.01% | 1593 |
|
|
2020
Q1 | $1K | Buy |
+65
| New | +$1K | ﹤0.01% | 1610 |
|
|
2019
Q1 | – | Sell |
-275
| Closed | -$4K | – | 1615 |
|
|
2018
Q4 | $4K | Sell |
275
-760
| -73% | -$11.1K | ﹤0.01% | 1133 |
|
|
2018
Q3 | $17K | Buy |
1,035
+515
| +99% | +$8.46K | ﹤0.01% | 813 |
|
|
2018
Q2 | $8K | Buy |
520
+245
| +89% | +$3.77K | ﹤0.01% | 1005 |
|
|
2018
Q1 | $5K | Buy |
275
+5
| +2% | +$91 | ﹤0.01% | 1133 |
|
|
2017
Q4 | $5K | Sell |
270
-50
| -16% | -$926 | ﹤0.01% | 1003 |
|
|
2017
Q3 | $5K | Buy |
+320
| New | +$5K | ﹤0.01% | 866 |
|