Corient Private Wealth’s International Money Express IMXI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-60,336
Closed -$761K 2579
2025
Q1
$761K Sell
60,336
-15,839
-21% -$200K ﹤0.01% 1397
2024
Q4
$1.59M Sell
76,175
-44,547
-37% -$928K ﹤0.01% 1092
2024
Q3
$2.23M Sell
120,722
-72,041
-37% -$1.33M ﹤0.01% 1025
2024
Q2
$4.02M Sell
192,763
-36,931
-16% -$770K 0.01% 769
2024
Q1
$5.24M Buy
229,694
+78,839
+52% +$1.8M 0.01% 693
2023
Q4
$3.33M Sell
150,855
-106,634
-41% -$2.36M 0.01% 817
2023
Q3
$4.36M Buy
257,489
+43,597
+20% +$738K 0.01% 661
2023
Q2
$5.25M Buy
+213,892
New +$5.25M 0.01% 622