Corient Private Wealth’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $578K | Buy |
+20,808
| New | +$578K | ﹤0.01% | 1721 |
|
|
2025
Q1 | – | Sell |
-41,350
| Closed | -$495K | – | 2456 |
|
|
2024
Q4 | $495K | Buy |
41,350
+380
| +0.9% | +$4.55K | ﹤0.01% | 1620 |
|
|
2024
Q3 | $1.36M | Sell |
40,970
-24,756
| -38% | -$820K | ﹤0.01% | 1241 |
|
|
2024
Q2 | $1.23M | Buy |
65,726
+11,253
| +21% | +$211K | ﹤0.01% | 1242 |
|
|
2024
Q1 | $1.16M | Sell |
54,473
-3,236
| -6% | -$68.8K | ﹤0.01% | 1258 |
|
|
2023
Q4 | $1.19M | Buy |
+57,709
| New | +$1.19M | ﹤0.01% | 1219 |
|