Curi Wealth Management’s Salesforce CRM Stock Holding History

Curi Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell
2023 Q2	$268K	Sell
2023 Q1	$258K	Buy
2022 Q3	–	Sell
2022 Q2	$211K	Buy
2022 Q1	$249K	Buy
2021 Q4	$65K	Buy
2021 Q1	–	Sell
2020 Q4	$36K	Buy