Curated Wealth Partners’s Corpay CPAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,243
| Closed | -$317K | – | 148 |
|
|
2023
Q3 | $317K | Buy |
1,243
+394
| +46% | +$101K | 0.06% | 101 |
|
|
2023
Q2 | $213K | Sell |
849
-148
| -15% | -$37.2K | 0.04% | 125 |
|
|
2023
Q1 | $210K | Buy |
+997
| New | +$210K | 0.05% | 118 |
|
|
2022
Q3 | – | Sell |
-1,022
| Closed | -$215K | – | 136 |
|
|
2022
Q2 | $215K | Buy |
+1,022
| New | +$215K | 0.06% | 119 |
|
|
2021
Q4 | – | Sell |
-910
| Closed | -$238K | – | 153 |
|
|
2021
Q3 | $238K | Buy |
+910
| New | +$238K | 0.13% | 125 |
|