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Curio Wealth’s Broadridge BR Stock Holding History

Curio Wealth’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$48.6K Buy
200
+199
+19,900% +$48.4K 0.02% 134
2025
Q1 		$45.2K Sell
1
-199
-100% -$9M 0.02% 134
2024
Q4 		$45.2K Buy
+200
New +$45.2K 0.02% 130