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Physician Wealth Advisors’s ORIX IX Stock Holding History

Physician Wealth Advisors’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 		$6.53K Hold
290
– – ﹤0.01% 736
2025
Q1 		$6.06K Hold
290
– – ﹤0.01% 704
2024
Q4 		$6.16K Buy
+290
New +$6.16K ﹤0.01% 701