Corient Private Wealth’s Q2 Holdings QTWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,509
Closed -$679K 2466
2024
Q3
$679K Buy
+8,509
New +$679K ﹤0.01% 1561