Curated Wealth Partners’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,277
| Closed | -$201K | – | 138 |
|
|
2022
Q4 | $201K | Sell |
3,277
-263
| -7% | -$16.1K | 0.05% | 125 |
|
|
2022
Q3 | $200K | Buy |
+3,540
| New | +$200K | 0.06% | 121 |
|
|
2022
Q2 | – | Sell |
-4,707
| Closed | -$329K | – | 153 |
|
|
2022
Q1 | $329K | Hold |
4,707
| – | – | 0.11% | 101 |
|
|
2021
Q4 | $329K | Buy |
+4,707
| New | +$329K | 0.11% | 104 |
|