Curi Wealth Management, LLC Jpmorgan Chase & CO Alerian Ml Transaction History

Curi Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 08, 2022	SELL	N/A	-491 Reduced 70.04%	210 $4,000
Q1 2022 May 06, 2022	SELL	N/A	-8,833 Reduced 92.65%	701 $14,000
Q4 2021 Feb 09, 2022	BUY	N/A	9,534 New	9,534 $169,000
Q3 2021 Oct 19, 2021	SELL	N/A	-135,107 Closed	0 $0
Q2 2021 Jul 23, 2021	BUY	N/A	19,661 Added 17.03%	135,107 $2.65 Million
Q1 2021 Apr 29, 2021	BUY	N/A	19,358 Added 20.15%	115,446 $1.92 Million
Q4 2020 Mar 19, 2021	BUY	N/A	96,088 New	96,088 $1.33 Million

662K

200

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