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ORG Wealth Partners’s MSCI MSCI Stock Holding History

ORG Wealth Partners’s Portfolio MSCI Stock Details MSCI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$509K Buy
875
+95
+12% +$55.2K 0.12% 114
2025
Q1 		$442K Sell
780
-27
-3% -$15.3K 0.14% 122
2024
Q4 		$484K Buy
807
+66
+9% +$39.6K 0.15% 67
2024
Q3 		$432K Buy
+741
New +$432K 0.14% 75