Prestige Wealth Management Group’s ORIX IX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-55
Closed -$1K 914
2020
Q1
$1K Buy
+55
New +$1K ﹤0.01% 772
2019
Q1
Sell
-430
Closed -$6K 819
2018
Q4
$6K Buy
+430
New +$6K ﹤0.01% 544