Curi Wealth Management, LLC Ishares Tr Msci Eafe ETF Transaction History

Curi Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	BUY	$65.84 - $75.47 $78,810 - $90,337	1,197 Added 23.66%	6,257 $471,000
Q3 2023 Nov 06, 2023	SELL	$68.56 - $74.46 $34,005 - $36,932	-496 Reduced 8.93%	5,060 $348,000
Q2 2023 Jul 31, 2023	SELL	$70.67 - $73.9 $47,066 - $49,217	-666 Reduced 10.7%	5,556 $402,000
Q1 2023 May 03, 2023	SELL	$66.22 - $72.19 $57,743 - $62,949	-872 Reduced 12.29%	6,222 $444,000
Q4 2022 Feb 03, 2023	BUY	$55.71 - $67.79 $90,361 - $109,955	1,622 Added 29.64%	7,094 $465,000
Q3 2022 Nov 08, 2022	BUY	$55.54 - $66.76 $251,096 - $301,821	4,521 Added 475.39%	5,472 $306,000
Q1 2022 May 06, 2022	BUY	$66.84 - $79.66 $63,564 - $75,756	951 New	951 $69,000

2,116

572M

74.2M

110M

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