Geneos Wealth Management’s CuriosityStream CURI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-966
| Closed | -$2K | – | 2623 |
|
|
2022
Q1 | $2K | Sell |
966
-5,550
| -85% | -$11.5K | ﹤0.01% | 2525 |
|
|
2021
Q4 | $38K | Sell |
6,516
-4,300
| -40% | -$25.1K | ﹤0.01% | 1596 |
|
|
2021
Q3 | $116K | Buy |
+10,816
| New | +$116K | ﹤0.01% | 1106 |
|
|
2021
Q2 | – | Sell |
-175
| Closed | -$2K | – | 2902 |
|
|
2021
Q1 | $2K | Buy |
175
+75
| +75% | +$857 | ﹤0.01% | 2870 |
|
|
2020
Q4 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 2777 |
|