Carson Wealth (CWM LLC)’s CuriosityStream CURI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
294,769
-440
| -0.1% | -$2.48K | 0.01% | 1016 |
|
|
2025
Q1 | $791K | Sell |
295,209
-71,047
| -19% | -$190K | ﹤0.01% | 1265 |
|
|
2024
Q4 | $560K | Buy |
366,256
+68,600
| +23% | +$105K | ﹤0.01% | 1335 |
|
|
2024
Q3 | $569K | Buy |
297,656
+225,188
| +311% | +$430K | ﹤0.01% | 1267 |
|
|
2024
Q2 | $83K | Buy |
72,468
+71,353
| +6,399% | +$81.7K | ﹤0.01% | 2097 |
|
|
2024
Q1 | $1K | Sell |
1,115
-284
| -20% | -$255 | ﹤0.01% | 4104 |
|
|
2023
Q4 | $1K | Hold |
1,399
| – | – | ﹤0.01% | 3921 |
|
|
2023
Q3 | $1K | Buy |
1,399
+115
| +9% | +$82 | ﹤0.01% | 3948 |
|
|
2023
Q2 | $1K | Sell |
1,284
-8,544
| -87% | -$6.65K | ﹤0.01% | 3928 |
|
|
2023
Q1 | $13K | Sell |
9,828
-90
| -0.9% | -$119 | ﹤0.01% | 2777 |
|
|
2022
Q4 | $11K | Sell |
9,918
-808
| -8% | -$896 | ﹤0.01% | 2737 |
|
|
2022
Q3 | $16K | Sell |
10,726
-571
| -5% | -$852 | ﹤0.01% | 2368 |
|
|
2022
Q2 | $19K | Buy |
11,297
+981
| +10% | +$1.65K | ﹤0.01% | 2139 |
|
|
2022
Q1 | $30K | Buy |
10,316
+534
| +5% | +$1.55K | ﹤0.01% | 1835 |
|
|
2021
Q4 | $58K | Buy |
+9,782
| New | +$58K | ﹤0.01% | 1511 |
|
|
2021
Q2 | $104K | Hold |
7,592
| – | – | ﹤0.01% | 1118 |
|
|
2021
Q1 | $104K | Hold |
7,592
| – | – | ﹤0.01% | 1118 |
|
|
2020
Q4 | $104K | Hold |
7,592
| – | – | ﹤0.01% | 1118 |
|
|
2020
Q3 | $104K | Hold |
7,592
| – | – | ﹤0.01% | 1118 |
|
|
2020
Q2 | $104K | Hold |
7,592
| – | – | ﹤0.01% | 1118 |
|
|
2020
Q1 | $104K | Hold |
7,592
| – | – | ﹤0.01% | 1118 |
|
|
2019
Q4 | $104K | Hold |
7,592
| – | – | ﹤0.01% | 1118 |
|
|
2019
Q3 | $104K | Hold |
7,592
| – | – | ﹤0.01% | 1118 |
|
|
2019
Q2 | $104K | Hold |
7,592
| – | – | ﹤0.01% | 1118 |
|
|
2019
Q1 | $104K | Buy |
+7,592
| New | +$104K | ﹤0.01% | 1118 |
|