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Alera Investment Advisors’s ORIX IX Stock Holding History

Alera Investment Advisors’s Portfolio IX Stock Details IX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-610
Closed -$9K – 538
2019
Q1 		$9K Sell
610
-270
-31% -$3.98K ﹤0.01% 496
2018
Q4 		$13K Buy
+880
New +$13K 0.01% 372