Corient Private Wealth
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Corient Private Wealth’s Compass COMP Stock Holding History

Corient Private Wealth’s Portfolio COMP Stock Details COMP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-24,119
Closed -$77.1K – 2074
2023
Q1 		$77.1K Buy
24,119
+1,505
+7% +$4.81K ﹤0.01% 1896
2022
Q4 		$52K Buy
+22,614
New +$52K ﹤0.01% 1617