Wealth Effects’s CuriosityStream CURI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Buy |
+18,070
| New | +$102K | 0.04% | 200 |
|
|
2025
Q1 | – | Sell |
-14,140
| Closed | -$21.6K | – | 205 |
|
|
2024
Q4 | $21.6K | Buy |
14,140
+1,026
| +8% | +$1.57K | 0.01% | 212 |
|
|
2024
Q3 | $25K | Buy |
13,114
+58
| +0.4% | +$111 | 0.01% | 217 |
|
|
2024
Q2 | $14.9K | Buy |
13,056
+1,055
| +9% | +$1.2K | 0.01% | 208 |
|
|
2024
Q1 | $12.8K | Buy |
12,001
+500
| +4% | +$535 | ﹤0.01% | 216 |
|
|
2023
Q4 | $6.21K | Buy |
+11,501
| New | +$6.21K | ﹤0.01% | 227 |
|
|
2022
Q3 | – | Sell |
-15,901
| Closed | -$27K | – | 186 |
|
|
2022
Q2 | $27K | Buy |
15,901
+50
| +0.3% | +$85 | 0.02% | 185 |
|
|
2022
Q1 | $46K | Buy |
15,851
+4,301
| +37% | +$12.5K | 0.02% | 201 |
|
|
2021
Q4 | $68K | Buy |
+11,550
| New | +$68K | 0.03% | 211 |
|