NWAG
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Net Worth Advisory Group’s ORIX IX Stock Holding History

Net Worth Advisory Group’s Portfolio IX Stock Details IX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$257K Sell
11,413
-109
-0.9% -$2.46K 0.06% 353
2025
Q1 		$241K Sell
11,522
-638
-5% -$13.3K 0.08% 306
2024
Q4 		$258K Sell
12,160
-280
-2% -$5.95K 0.08% 291
2024
Q3 		$289K Buy
+12,440
New +$289K 0.09% 285