CWM
Curi Wealth Management’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-841
| Closed | -$72K | – | 389 |
|
|
2022
Q2 | $72K | Hold |
841
| – | – | 0.01% | 198 |
|
|
2022
Q1 | $80K | Hold |
841
| – | – | 0.01% | 176 |
|
|
2021
Q4 | $75K | Buy |
+841
| New | +$75K | 0.01% | 159 |
|
|
2021
Q1 | – | Sell |
-841
| Closed | -$83K | – | 251 |
|
|
2020
Q4 | $83K | Buy |
+841
| New | +$83K | 0.06% | 122 |
|