CWM
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Curi Wealth Management’s Gartner IT Stock Holding History

Curi Wealth Management’s Portfolio IT Stock Details IT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1
Closed – – 438
2022
Q2 		$0 Hold
1
– – ﹤0.01% 678
2022
Q1 		$0 Buy
+1
New – ﹤0.01% 584