Corient Private Wealth
CCRD

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
2023
Q4 		$459K Sell
2023
Q3 		$745K Sell
2023
Q2 		$950K Buy