CWM
Curi Wealth Management’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-10
| Closed | -$1K | – | 622 |
|
|
2022
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 596 |
|
|
2022
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 646 |
|
|
2021
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 598 |
|
|
2021
Q1 | – | Sell |
-10
| Closed | – | – | 433 |
|
|
2020
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 505 |
|