Curi Wealth Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4
| Closed | -$2K | – | 509 |
|
|
2022
Q2 | $2K | Hold |
4
| – | – | ﹤0.01% | 519 |
|
|
2022
Q1 | $2K | Hold |
4
| – | – | ﹤0.01% | 458 |
|
|
2021
Q4 | $2K | Buy |
+4
| New | +$2K | ﹤0.01% | 423 |
|
|
2021
Q1 | – | Sell |
-4
| Closed | -$1K | – | 342 |
|
|
2020
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 362 |
|