Cottonwood Capital Advisors’s ORIX IX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-9,345
Closed -$211K 123
2024
Q2
$211K Buy
+9,345
New +$211K 0.16% 109
2022
Q1
Sell
-10,035
Closed -$204K 110
2021
Q4
$204K Buy
+10,035
New +$204K 0.16% 103