Corient Private Wealth
YEAR icon

Corient Private Wealth’s AB Ultra Short Income ETF YEAR Stock Holding History

Corient Private Wealth’s Portfolio YEAR Stock Details YEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,897
Closed -$448K – 2455
2024
Q4 		$448K Sell
8,897
-8,685
-49% -$437K ﹤0.01% 1684
2024
Q3 		$894K Buy
+17,582
New +$894K ﹤0.01% 1426