Abound Wealth Management’s ORIX IX Stock Holding History

Abound Wealth Management’s Portfolio IX Stock Details IX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$523	Hold
2025 Q2	$451	Hold
2025 Q1	$418	Sell
2024 Q4	$638	Sell
2024 Q3	$1.04K	Sell
2024 Q2	$1.23K	Hold
2024 Q1	$1.21K	Hold
2023 Q4	$1.03K	Buy
2023 Q3	$845	Hold
2023 Q2	$821	Buy