KPW
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Kore Private Wealth’s ORIX IX Stock Holding History

Kore Private Wealth’s Portfolio IX Stock Details IX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-510
Closed -$6K – 685
2020
Q2 		$6K Sell
510
-305
-37% -$3.59K ﹤0.01% 879
2020
Q1 		$10K Buy
+815
New +$10K ﹤0.01% 689