Corient Private Wealth’s Visteon VC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,933
Closed -$313K 2518
2024
Q2
$313K Sell
2,933
-3,168
-52% -$338K ﹤0.01% 1871
2024
Q1
$718K Buy
6,101
+38
+0.6% +$4.47K ﹤0.01% 1448
2023
Q4
$757K Buy
6,063
+479
+9% +$59.8K ﹤0.01% 1406
2023
Q3
$771K Buy
5,584
+359
+7% +$49.6K ﹤0.01% 1273
2023
Q2
$750K Buy
5,225
+2,742
+110% +$394K ﹤0.01% 1258
2023
Q1
$389K Buy
+2,483
New +$389K ﹤0.01% 1475