Abound Wealth Management’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $585 | Hold |
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|
2025
Q3 | $523 | Hold |
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|
2025
Q2 | $451 | Hold |
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|
2025
Q1 | $418 | Sell |
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|
2024
Q4 | $638 | Sell |
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|
2024
Q3 | $1.04K | Sell |
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|
2024
Q2 | $1.23K | Hold |
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|
2024
Q1 | $1.21K | Hold |
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|
2023
Q4 | $1.03K | Buy |
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|
2023
Q3 | $845 | Hold |
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|
2023
Q2 | $821 | Buy |
|