Altium Wealth Management’s ORIX IX Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$639K	Buy
2022 Q1	$754K	Buy
2021 Q4	$675K	Buy
2021 Q3	$508K	Buy
2021 Q2	$388K	Buy
2021 Q1	$354K	Buy
2020 Q4	$286K	Buy