Corient Private Wealth
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Corient Private Wealth’s Interactive Brokers IBKR Stock Holding History

Corient Private Wealth’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.97M Buy
2025
Q1 		$2.49M Buy
2024
Q4 		$1.55M Buy
2024
Q3 		$1.07M Buy
2024
Q2 		$691K Buy
2024
Q1 		$608K Buy
2023
Q4 		$444K Sell
2023
Q3 		$465K Buy