Abound Wealth Management’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451 | Hold |
20
| – | – | ﹤0.01% | 869 |
|
|
2025
Q1 | $418 | Sell |
20
-10
| -33% | -$209 | ﹤0.01% | 835 |
|
|
2024
Q4 | $638 | Sell |
30
-15
| -33% | -$319 | ﹤0.01% | 772 |
|
|
2024
Q3 | $1.05K | Sell |
45
-10
| -18% | -$232 | ﹤0.01% | 779 |
|
|
2024
Q2 | $1.23K | Hold |
55
| – | – | ﹤0.01% | 701 |
|
|
2024
Q1 | $1.21K | Hold |
55
| – | – | ﹤0.01% | 751 |
|
|
2023
Q4 | $1.03K | Buy |
55
+10
| +22% | +$187 | ﹤0.01% | 770 |
|
|
2023
Q3 | $845 | Hold |
45
| – | – | ﹤0.01% | 729 |
|
|
2023
Q2 | $821 | Buy |
+45
| New | +$821 | ﹤0.01% | 761 |
|