Corient Private Wealth
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Corient Private Wealth’s Netcapital NCPL Stock Holding History

Corient Private Wealth’s Portfolio NCPL Stock Details NCPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-143
Closed -$1.09K – 2477
2024
Q2 		$1.09K Hold
143
– – ﹤0.01% 2307
2024
Q1 		$1.25K Hold
143
– – ﹤0.01% 2265
2023
Q4 		$2.12K Hold
143
– – ﹤0.01% 2245
2023
Q3 		$4.1K Buy
+143
New +$4.1K ﹤0.01% 2126