Corient Private Wealth’s CTS Corp CTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,224
Closed -$217K 2552
2025
Q1
$217K Buy
5,224
+1,175
+29% +$48.8K ﹤0.01% 2023
2024
Q4
$214K Buy
+4,049
New +$214K ﹤0.01% 2079
2024
Q3
Sell
-4,050
Closed -$205K 2439
2024
Q2
$205K Buy
+4,050
New +$205K ﹤0.01% 2104