Pathway Financial Advisors’s ORIX IX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-2,795
Closed -$44K 235
2018
Q2
$44K Hold
2,795
0.03% 269
2018
Q1
$50K Hold
2,795
0.03% 254
2017
Q4
$47K Buy
+2,795
New +$47K 0.03% 284