Corient Private Wealth’s Premier PINC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Buy |
+9,399
| New | +$206K | ﹤0.01% | 2309 |
|
|
2025
Q1 | – | Sell |
-10,731
| Closed | -$227K | – | 2397 |
|
|
2024
Q4 | $227K | Buy |
+10,731
| New | +$227K | ﹤0.01% | 2042 |
|
|
2023
Q4 | – | Sell |
-12,241
| Closed | -$263K | – | 2320 |
|
|
2023
Q3 | $263K | Buy |
+12,241
| New | +$263K | ﹤0.01% | 1799 |
|