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Corient IA’s Clear Secure YOU Stock Holding History

Corient IA’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$416K Hold
15,000
– – 0.25% 159
2025
Q1 		$389K Buy
+15,000
New +$389K 0.28% 146