Corient Private Wealth
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Corient Private Wealth’s Peapack-Gladstone Financial PGC Stock Holding History

Corient Private Wealth’s Portfolio PGC Stock Details PGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13,733
Closed -$311K – 2493
2024
Q2 		$311K Sell
13,733
-2,228
-14% -$50.5K ﹤0.01% 1879
2024
Q1 		$388K Buy
15,961
+304
+2% +$7.4K ﹤0.01% 1752
2023
Q4 		$467K Buy
+15,657
New +$467K ﹤0.01% 1644