Curi Wealth Management’s Distribution Solutions Group DSGR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-800
Closed -$21K 332
2022
Q2
$21K Hold
800
﹤0.01% 298
2022
Q1
$15K Hold
800
﹤0.01% 310
2021
Q4
$21K Buy
+800
New +$21K ﹤0.01% 245