Carson Wealth (CWM LLC)’s CuriosityStream CURI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.57M | Buy |
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|
2025
Q2 | $1.66M | Sell |
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|
2025
Q1 | $791K | Sell |
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|
2024
Q4 | $560K | Buy |
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|
2024
Q3 | $569K | Buy |
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|
2024
Q2 | $83K | Buy |
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|
2024
Q1 | $1K | Sell |
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|
2023
Q4 | $1K | Hold |
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|
2023
Q3 | $1K | Buy |
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|
2023
Q2 | $1K | Sell |
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|
2023
Q1 | $13K | Sell |
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|
2022
Q4 | $11K | Sell |
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|
2022
Q3 | $16K | Sell |
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|
2022
Q2 | $19K | Buy |
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|
2022
Q1 | $30K | Buy |
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|
2021
Q4 | $58K | Buy |
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|
2021
Q2 | $104K | Hold |
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|
2021
Q1 | $104K | Hold |
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|
2020
Q4 | $104K | Hold |
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|
2020
Q3 | $104K | Hold |
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|
2020
Q2 | $104K | Hold |
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|
2020
Q1 | $104K | Hold |
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|
2019
Q4 | $104K | Hold |
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|
2019
Q3 | $104K | Hold |
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|
2019
Q2 | $104K | Hold |
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|
2019
Q1 | $104K | Buy |
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