Wealthspire Advisors (Maryland)’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,875
| Closed | -$84K | – | 1248 |
|
|
2019
Q1 | $84K | Sell |
5,875
-45
| -0.8% | -$643 | 0.01% | 704 |
|
|
2018
Q4 | $85K | Sell |
5,920
-3,430
| -37% | -$49.2K | 0.01% | 658 |
|
|
2018
Q3 | $152K | Sell |
9,350
-1,495
| -14% | -$24.3K | 0.01% | 534 |
|
|
2018
Q2 | $171K | Sell |
10,845
-2,430
| -18% | -$38.3K | 0.02% | 508 |
|
|
2018
Q1 | $239K | Sell |
13,275
-280
| -2% | -$5.04K | 0.02% | 417 |
|
|
2017
Q4 | $230K | Sell |
13,555
-745
| -5% | -$12.6K | 0.02% | 434 |
|
|
2017
Q3 | $231K | Sell |
14,300
-21,295
| -60% | -$344K | 0.03% | 432 |
|
|
2017
Q2 | $555K | Buy |
35,595
+3,050
| +9% | +$47.6K | 0.07% | 209 |
|
|
2017
Q1 | $484K | Sell |
32,545
-1,495
| -4% | -$22.2K | 0.07% | 190 |
|
|
2016
Q4 | $530K | Buy |
34,040
+10,075
| +42% | +$157K | 0.08% | 167 |
|
|
2016
Q3 | $355K | Sell |
23,965
-14,325
| -37% | -$212K | 0.06% | 228 |
|
|
2016
Q2 | $489K | Buy |
38,290
+3,600
| +10% | +$46K | 0.08% | 166 |
|
|
2016
Q1 | $495K | Buy |
34,690
+1,085
| +3% | +$15.5K | 0.09% | 156 |
|
|
2015
Q4 | $472K | Buy |
+33,605
| New | +$472K | 0.09% | 161 |
|