Curi Wealth Management, LLC Ishares Tr Fltg Rate Nt ETF Transaction History

Curi Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 03, 2023	BUY	$50.02 - $50.42 $1.21 Million - $1.22 Million	24,154 New	24,154 $1.22 Million
Q2 2022 Aug 08, 2022	SELL	$49.77 - $50.57 $5,972 - $6,068	-120 Reduced 5.51%	2,059 $103,000
Q1 2022 May 06, 2022	BUY	$50.35 - $50.74 $10,321 - $10,401	205 Added 10.39%	2,179 $110,000
Q4 2021 Feb 09, 2022	BUY	$50.63 - $50.81 $99,943 - $100,298	1,974 New	1,974 $100,000

642

97.2M

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