Corient Private Wealth
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Corient Private Wealth’s NeoVolta NEOV Stock Holding History

Corient Private Wealth’s Portfolio NEOV Stock Details NEOV Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
2024
Q2 		$66K Hold
2024
Q1 		$29.5K Hold
2023
Q4 		$40K Buy
2023
Q3 		$49.8K Hold
2023
Q2 		$65.5K Hold
2023
Q1 		$51.2K Hold
2022
Q4 		$55.8K Buy