Curi Wealth Management’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$306K	Buy
2023 Q3	$278K	Hold
2023 Q2	$292K	Buy
2023 Q1	$283K	Hold
2022 Q4	$265K	Buy
2022 Q3	$230K	Buy