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Curio Wealth’s Factset FDS Stock Holding History

Curio Wealth’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$175K Buy
391
+390
+39,000% +$174K 0.08% 79
2025
Q1 		$188K Sell
1
-390
-100% -$73.2M 0.1% 75
2024
Q4 		$188K Buy
+391
New +$188K 0.1% 69