Wealthcare Advisory Partners’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-485
| Closed | -$6K | – | 867 |
|
|
2020
Q1 | $6K | Hold |
485
| – | – | ﹤0.01% | 1057 |
|
|
2019
Q4 | $8K | Hold |
485
| – | – | ﹤0.01% | 1003 |
|
|
2019
Q3 | $7K | Hold |
485
| – | – | ﹤0.01% | 998 |
|
|
2019
Q2 | $7K | Hold |
485
| – | – | ﹤0.01% | 984 |
|
|
2019
Q1 | $7K | Hold |
485
| – | – | ﹤0.01% | 888 |
|
|
2018
Q4 | $7K | Hold |
485
| – | – | ﹤0.01% | 861 |
|
|
2018
Q3 | $8K | Hold |
485
| – | – | ﹤0.01% | 898 |
|
|
2018
Q2 | $8K | Buy |
+485
| New | +$8K | ﹤0.01% | 893 |
|