IFP Advisors’s CuriosityStream CURI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-264
| Closed | -$246 | – | 3352 |
|
|
2023
Q2 | $246 | Hold |
264
| – | – | ﹤0.01% | 3292 |
|
|
2023
Q1 | $2.96K | Sell |
264
-3,000
| -92% | -$33.6K | ﹤0.01% | 2770 |
|
|
2022
Q4 | $37K | Buy |
3,264
+39
| +1% | +$442 | ﹤0.01% | 2436 |
|
|
2022
Q3 | $37K | Hold |
3,225
| – | – | ﹤0.01% | 2614 |
|
|
2022
Q2 | $37K | Hold |
3,225
| – | – | ﹤0.01% | 2372 |
|
|
2022
Q1 | $37K | Buy |
+3,225
| New | +$37K | ﹤0.01% | 2372 |
|
|
2021
Q3 | – | Sell |
-4,036
| Closed | -$57K | – | 3571 |
|
|
2021
Q2 | $57K | Sell |
4,036
-2,393
| -37% | -$33.8K | ﹤0.01% | 1464 |
|
|
2021
Q1 | $86K | Buy |
+6,429
| New | +$86K | ﹤0.01% | 1227 |
|