Corient Private Wealth
CTS icon

Corient Private Wealth’s CTS Corp CTS Stock Holding History

Corient Private Wealth’s Portfolio CTS Stock Details CTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$316K Sell
6,616
-5,820
-47% -$292K ﹤0.01% 2298
2025
Q4 		$533K Buy
12,436
+6,290
+102% +$264K ﹤0.01% 2267
2025
Q3 		$245K Buy
+6,146
New +$255K ﹤0.01% 2241
2025
Q2 		– Sell
-5,224
Closed -$217K – 2459
2025
Q1 		$217K Buy
5,224
+1,175
+29% +$55K ﹤0.01% 2027
2024
Q4 		$214K Buy
+4,049
New +$212K ﹤0.01% 2080
2024
Q3 		– Sell
-4,050
Closed -$205K – 2487
2024
Q2 		$205K Buy
+4,050
New +$200K ﹤0.01% 2110

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