CWM
Curi Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,269
| Closed | -$268K | – | 157 |
|
|
2023
Q2 | $268K | Sell |
1,269
-20
| -2% | -$4.23K | 0.04% | 138 |
|
|
2023
Q1 | $258K | Buy |
+1,289
| New | +$258K | 0.04% | 139 |
|
|
2022
Q3 | – | Sell |
-1,279
| Closed | -$211K | – | 299 |
|
|
2022
Q2 | $211K | Buy |
1,279
+105
| +9% | +$17.3K | 0.04% | 108 |
|
|
2022
Q1 | $249K | Buy |
1,174
+916
| +355% | +$194K | 0.04% | 103 |
|
|
2021
Q4 | $65K | Buy |
+258
| New | +$65K | 0.01% | 173 |
|
|
2021
Q1 | – | Sell |
-163
| Closed | -$36K | – | 184 |
|
|
2020
Q4 | $36K | Buy |
+163
| New | +$36K | 0.03% | 169 |
|