CWM
Curi Wealth Management’s VanEck CLO ETF CLOI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-120,469
| Closed | -$6.28M | – | 21 |
|
|
2023
Q4 | $6.28M | Buy |
120,469
+4,722
| +4% | +$246K | 0.87% | 39 |
|
|
2023
Q3 | $6.04M | Sell |
115,747
-7,692
| -6% | -$401K | 0.93% | 38 |
|
|
2023
Q2 | $6.38M | Buy |
+123,439
| New | +$6.38M | 0.86% | 39 |
|