Corient Private Wealth
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Corient Private Wealth’s Information Services Group III Stock Holding History

Corient Private Wealth’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$49.7K Sell
10,358
-433
-4% -$2.08K ﹤0.01% 2479
2025
Q1 		$42.2K Sell
10,791
-231
-2% -$903 ﹤0.01% 2230
2024
Q4 		$36.8K Sell
11,022
-8,485
-43% -$28.3K ﹤0.01% 2290
2024
Q3 		$64.4K Buy
+19,507
New +$64.4K ﹤0.01% 2338