Corient Private Wealth’s Cantaloupe CTLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$735K Sell
2025
Q2
$864K Sell
2025
Q1
$619K Sell
2024
Q4
$843K Sell
2024
Q3
$690K Sell
2024
Q2
$665K Sell
2024
Q1
$649K Sell
2023
Q4
$1.23M Buy
2023
Q3
$677K Buy
2023
Q2
$846K Sell
2023
Q1
$607K Hold
2022
Q4
$464K Buy