Envestnet Portfolio Solutions’s ORIX IX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,120
Closed -$215K 1676
2024
Q4
$215K Buy
+10,120
New +$215K ﹤0.01% 1650