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Asset Dedication LLC’s ORIX IX Stock Holding History

Asset Dedication LLC’s Portfolio IX Stock Details IX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-100
Closed -$2K – 996
2023
Q1 		$2K Hold
100
– – ﹤0.01% 854
2022
Q4 		$2K Hold
100
– – ﹤0.01% 868
2022
Q3 		$1K Buy
+100
New +$1K ﹤0.01% 890