Corient Private Wealth’s NuScale Power SMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20,660
| Closed | -$293K | – | 2612 |
|
|
2025
Q1 | $293K | Sell |
20,660
-470
| -2% | -$6.66K | ﹤0.01% | 1866 |
|
|
2024
Q4 | $379K | Buy |
21,130
+1,314
| +7% | +$23.6K | ﹤0.01% | 1769 |
|
|
2024
Q3 | $229K | Buy |
+19,816
| New | +$229K | ﹤0.01% | 2133 |
|