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 |
|