WFG Advisors’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-20
| Closed | – | – | 1902 |
|
|
2014
Q4 | $0 | Buy |
+20
| New | – | ﹤0.01% | 2140 |
|
|
2014
Q1 | – | Sell |
-1,010
| Closed | -$18K | – | 2089 |
|
|
2013
Q4 | $18K | Sell |
1,010
-20
| -2% | -$356 | ﹤0.01% | 1376 |
|
|
2013
Q3 | $17K | Hold |
1,030
| – | – | ﹤0.01% | 1333 |
|
|
2013
Q2 | $14K | Buy |
+1,030
| New | +$14K | ﹤0.01% | 1347 |
|