Creative Planning
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Creative Planning’s CuriosityStream CURI Stock Holding History

Creative Planning’s Portfolio CURI Stock Details CURI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-9,565
Closed -$130K – 2073
2021
Q1 		$130K Buy
+9,565
New +$130K ﹤0.01% 2145