CWM
SURG icon

Curi Wealth Management’s SurgePays SURG Stock Holding History

Curi Wealth Management’s Portfolio SURG Stock Details SURG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,170
Closed -$6K – 625
2022
Q2 		$6K Hold
1,170
– – ﹤0.01% 437
2022
Q1 		$4K Hold
1,170
– – ﹤0.01% 433
2021
Q4 		$2K Buy
+1,170
New +$2K ﹤0.01% 426