Corient Private Wealth’s SHF Holdings SHFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,000
| Closed | -$21.4K | – | 2506 |
|
|
2024
Q2 | $21.4K | Hold |
2,000
| – | – | ﹤0.01% | 2284 |
|
|
2024
Q1 | $38.6K | Hold |
2,000
| – | – | ﹤0.01% | 2229 |
|
|
2023
Q4 | $56.8K | Hold |
2,000
| – | – | ﹤0.01% | 2190 |
|
|
2023
Q3 | $31.6K | Hold |
2,000
| – | – | ﹤0.01% | 2087 |
|
|
2023
Q2 | $21.2K | Buy |
+2,000
| New | +$21.2K | ﹤0.01% | 2032 |
|