Clearstead Advisors’s CuriosityStream CURI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-321
| Closed | -$861 | – | 2761 |
|
|
2025
Q1 | $861 | Buy |
321
+4
| +1% | +$11 | ﹤0.01% | 1999 |
|
|
2024
Q4 | $485 | Buy |
317
+3
| +1% | +$5 | ﹤0.01% | 1982 |
|
|
2024
Q3 | $599 | Buy |
314
+7
| +2% | +$13 | ﹤0.01% | 1943 |
|
|
2024
Q2 | $350 | Hold |
307
| – | – | ﹤0.01% | 1954 |
|
|
2024
Q1 | $341 | Buy |
307
+7
| +2% | +$8 | ﹤0.01% | 1478 |
|
|
2023
Q4 | $163 | Sell |
300
-300
| -50% | -$163 | ﹤0.01% | 1485 |
|
|
2023
Q3 | $426 | Buy |
600
+300
| +100% | +$213 | ﹤0.01% | 1484 |
|
|
2023
Q2 | $280 | Hold |
300
| – | – | ﹤0.01% | 1331 |
|
|
2023
Q1 | $405 | Buy |
300
+100
| +50% | +$135 | ﹤0.01% | 1316 |
|
|
2022
Q4 | $228 | Hold |
200
| – | – | ﹤0.01% | 1269 |
|
|
2022
Q3 | $0 | Buy |
200
+100
| +100% | – | ﹤0.01% | 1267 |
|
|
2022
Q2 | $0 | Hold |
100
| – | – | ﹤0.01% | 1311 |
|
|
2022
Q1 | $0 | Hold |
100
| – | – | ﹤0.01% | 1389 |
|
|
2021
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 1162 |
|
|
2021
Q3 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 1189 |
|