CWM
Curi Wealth Management’s Rentokil RTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,635
| Closed | -$218K | – | 113 |
|
|
2023
Q4 | $218K | Hold |
7,635
| – | – | 0.03% | 148 |
|
|
2023
Q3 | $283K | Sell |
7,635
-20
| -0.3% | -$741 | 0.04% | 117 |
|
|
2023
Q2 | $299K | Sell |
7,655
-2,280
| -23% | -$88.9K | 0.04% | 126 |
|
|
2023
Q1 | $363K | Hold |
9,935
| – | – | 0.05% | 107 |
|
|
2022
Q4 | $306K | Buy |
+9,935
| New | +$306K | 0.04% | 140 |
|