Corient Private Wealth
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Corient Private Wealth’s Stem STEM Stock Holding History

Corient Private Wealth’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,000
Closed -$7.01K – 2616
2025
Q1 		$7.01K Hold
1,000
– – ﹤0.01% 2264
2024
Q4 		$12.1K Sell
1,000
-457
-31% -$5.51K ﹤0.01% 2312
2024
Q3 		$10.1K Buy
+1,457
New +$10.1K ﹤0.01% 2396