Sendero Wealth Management’s CTS Corp CTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Hold |
7,279
| – | – | 0.04% | 169 |
|
|
2025
Q1 | $302K | Buy |
7,279
+1,081
| +17% | +$44.9K | 0.04% | 157 |
|
|
2024
Q4 | $327K | Hold |
6,198
| – | – | 0.05% | 147 |
|
|
2024
Q3 | $300K | Hold |
6,198
| – | – | 0.05% | 146 |
|
|
2024
Q2 | $314K | Hold |
6,198
| – | – | 0.05% | 139 |
|
|
2024
Q1 | $290K | Hold |
6,198
| – | – | 0.05% | 145 |
|
|
2023
Q4 | $271K | Buy |
6,198
+600
| +11% | +$26.2K | 0.05% | 139 |
|
|
2023
Q3 | $234K | Buy |
+5,598
| New | +$234K | 0.05% | 145 |
|