Curi Wealth Management, LLC Ishares Tr Transaction History

Curi Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 06, 2022	SELL	$93.87 - $107.98 $335,303 - $385,704	-3,572 Closed	0 $0
Q4 2021 Feb 09, 2022	SELL	$106.57 - $110.92 $25,043 - $26,066	-235 Reduced 6.17%	3,572 $389,000
Q3 2021 Oct 19, 2021	BUY	$109.98 - $113.55 $43,552 - $44,965	396 Added 11.61%	3,807 $419,000
Q2 2021 Jul 23, 2021	BUY	$109.25 - $112.9 $79,861 - $82,529	731 Added 27.28%	3,411 $383,000
Q1 2021 Apr 29, 2021	BUY	$106.72 - $115.35 $35,324 - $38,180	331 Added 14.09%	2,680 $291,000
Q4 2020 Mar 19, 2021	BUY	$109.8 - $115.91 $257,920 - $272,272	2,349 New	2,349 $272,000

909

147M

5.3M

13.7M

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