Curi Wealth Management’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-57
| Closed | -$3K | – | 516 |
|
|
2022
Q2 | $3K | Hold |
57
| – | – | ﹤0.01% | 495 |
|
|
2022
Q1 | $3K | Hold |
57
| – | – | ﹤0.01% | 442 |
|
|
2021
Q4 | $3K | Buy |
+57
| New | +$3K | ﹤0.01% | 400 |
|
|
2021
Q1 | – | Sell |
-57
| Closed | -$2K | – | 348 |
|
|
2020
Q4 | $2K | Buy |
+57
| New | +$2K | ﹤0.01% | 339 |
|