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Calton & Associates’s ORIX IX Stock Holding History

Calton & Associates’s Portfolio IX Stock Details IX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-550
Closed -$10K – 827
2017
Q4 		$10K Buy
+550
New +$10K ﹤0.01% 1068