CWM
CRGE
Curi Wealth Management’s Charge Enterprises, Inc. Common Stock CRGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,000
| Closed | -$1.48K | – | 160 |
|
|
2023
Q4 | $1.48K | Hold |
13,000
| – | – | ﹤0.01% | 160 |
|
|
2023
Q3 | $6.46K | Hold |
13,000
| – | – | ﹤0.01% | 152 |
|
|
2023
Q2 | $12.7K | Hold |
13,000
| – | – | ﹤0.01% | 170 |
|
|
2023
Q1 | $14.3K | Sell |
13,000
-2,750
| -17% | -$3.03K | ﹤0.01% | 165 |
|
|
2022
Q4 | $19.5K | Hold |
15,750
| – | – | ﹤0.01% | 186 |
|
|
2022
Q3 | $28K | Buy |
+15,750
| New | +$28K | ﹤0.01% | 182 |
|