Corient Private Wealth
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Corient Private Wealth’s CoreCard CCRD Stock Holding History

Corient Private Wealth’s Portfolio CCRD Stock Details CCRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-33,204
Closed -$459K – 2283
2023
Q4 		$459K Sell
33,204
-4,049
-11% -$56K ﹤0.01% 1652
2023
Q3 		$745K Sell
37,253
-204
-0.5% -$4.08K ﹤0.01% 1289
2023
Q2 		$950K Buy
+37,457
New +$950K ﹤0.01% 1171