Curi Wealth Management, LLC First Tr Value Line Divid Inde Transaction History

Curi Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 06, 2023	SELL	$37.39 - $41.11 $1,906 - $2,096	-51 Reduced 0.72%	7,039 $263,000
Q2 2023 Jul 31, 2023	BUY	$38.66 - $40.72 $1,971 - $2,076	51 Added 0.72%	7,090 $284,000
Q1 2023 May 03, 2023	SELL	$38.43 - $41.37 $19,215 - $20,685	-500 Reduced 6.63%	7,039 $282,000
Q4 2022 Feb 03, 2023	SELL	$38.06 - $41.46 $14,805 - $16,127	-389 Reduced 4.91%	7,539 $300,000
Q3 2022 Nov 08, 2022	BUY	$37.17 - $42.23 $294,683 - $334,799	7,928 New	7,928 $284,000

561

155M

5.2K

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