CWM
Curi Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-792
| Closed | -$349K | – | 131 |
|
|
2023
Q4 | $349K | Sell |
792
-4
| -0.5% | -$1.76K | 0.05% | 109 |
|
|
2023
Q3 | $291K | Sell |
796
-20
| -2% | -$7.31K | 0.04% | 116 |
|
|
2023
Q2 | $327K | Hold |
816
| – | – | 0.04% | 119 |
|
|
2023
Q1 | $281K | Buy |
816
+17
| +2% | +$5.86K | 0.04% | 129 |
|
|
2022
Q4 | $268K | Hold |
799
| – | – | 0.04% | 158 |
|
|
2022
Q3 | $244K | Sell |
799
-506
| -39% | -$155K | 0.04% | 149 |
|
|
2022
Q2 | $440K | Buy |
1,305
+21
| +2% | +$7.08K | 0.08% | 68 |
|
|
2022
Q1 | $526K | Buy |
1,284
+1,276
| +15,950% | +$523K | 0.09% | 60 |
|
|
2021
Q4 | $3K | Buy |
+8
| New | +$3K | ﹤0.01% | 403 |
|
|
2021
Q1 | – | Sell |
-8
| Closed | -$2K | – | 428 |
|
|
2020
Q4 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 342 |
|