Curi Wealth Management, LLC Ishares Russell 1000 Gr ETF Transaction History

Curi Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 06, 2023	SELL	$263.8 - $285.38 $51,968 - $56,219	-197 Reduced 14.55%	1,157 $307,000
Q2 2023 Jul 31, 2023	BUY	$239.31 - $275.18 $1,435 - $1,651	6 Added 0.45%	1,354 $372,000
Q3 2022 Nov 08, 2022	BUY	$210.4 - $257.47 $220,920 - $270,343	1,050 Added 352.35%	1,348 $284,000
Q2 2022 Aug 08, 2022	BUY	$209.9 - $283.21 $419 - $566	2 Added 0.68%	298 $65,000
Q4 2021 Feb 09, 2022	BUY	$270.99 - $309.52 $80,213 - $91,617	296 New	296 $90,000
Q1 2021 Apr 29, 2021	SELL	$230.04 - $254.69 $68,091 - $75,388	-296 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$209.58 - $241.25 $62,035 - $71,410	296 New	296 $71,000

2,217

204M

346K

136K

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