Curi Wealth Management, LLC Ishares Ibonds Dec 2023 Term C Transaction History

Curi Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 06, 2023	SELL	$25.21 - $25.36 $19,310 - $19,425	-766 Reduced 4.53%	16,145 $409,000
Q2 2023 Jul 31, 2023	SELL	$25.13 - $25.29 $44,831 - $45,117	-1,784 Reduced 9.54%	16,911 $427,000
Q1 2023 May 03, 2023	SELL	$25.03 - $25.19 $21,826 - $21,965	-872 Reduced 4.46%	18,695 $470,000
Q4 2022 Feb 03, 2023	SELL	$24.91 - $25.06 $8,967 - $9,021	-360 Reduced 1.81%	19,567 $489,000
Q3 2022 Nov 08, 2022	BUY	$24.97 - $25.14 $497,577 - $500,964	19,927 New	19,927 $497,000

760K

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