CWM
Curi Wealth Management’s Clearside Biomedical CLSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-25,000
| Closed | -$29.3K | – | 22 |
|
|
2023
Q4 | $29.3K | Hold |
25,000
| – | – | ﹤0.01% | 159 |
|
|
2023
Q3 | $21.7K | Hold |
25,000
| – | – | ﹤0.01% | 151 |
|
|
2023
Q2 | $28K | Hold |
25,000
| – | – | ﹤0.01% | 169 |
|
|
2023
Q1 | $26K | Hold |
25,000
| – | – | ﹤0.01% | 164 |
|
|
2022
Q4 | $28K | Hold |
25,000
| – | – | ﹤0.01% | 185 |
|
|
2022
Q3 | $28K | Hold |
25,000
| – | – | ﹤0.01% | 181 |
|
|
2022
Q2 | $37K | Hold |
25,000
| – | – | 0.01% | 248 |
|
|
2022
Q1 | $57K | Hold |
25,000
| – | – | 0.01% | 205 |
|
|
2021
Q4 | $68K | Hold |
25,000
| – | – | 0.01% | 168 |
|
|
2021
Q3 | $150K | Hold |
25,000
| – | – | 0.07% | 87 |
|
|
2021
Q2 | $121K | Hold |
25,000
| – | – | 0.06% | 91 |
|
|
2021
Q1 | $61K | Hold |
25,000
| – | – | 0.04% | 89 |
|
|
2020
Q4 | $68K | Buy |
+25,000
| New | +$68K | 0.05% | 135 |
|