Curi Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Curi Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	BUY	$162.21 - $204.82 $112,411 - $141,940	693 Added 41.55%	2,361 $473,000
Q3 2023 Nov 06, 2023	SELL	$174.36 - $198.71 $4,707 - $5,365	-27 Reduced 1.59%	1,668 $294,000
Q2 2023 Jul 31, 2023	BUY	$170.4 - $187.93 $80,088 - $88,327	470 Added 38.37%	1,695 $317,000
Q1 2023 May 03, 2023	SELL	$170.25 - $198.32 $16,003 - $18,642	-94 Reduced 7.13%	1,225 $218,000
Q4 2022 Feb 03, 2023	BUY	$166.81 - $188.05 $16,847 - $18,993	101 Added 8.29%	1,319 $229,000
Q3 2022 Nov 08, 2022	BUY	$164.17 - $201.07 $192,899 - $236,257	1,175 Added 2732.56%	1,218 $201,000
Q4 2021 Feb 09, 2022	BUY	$212.12 - $242.56 $9,121 - $10,430	43 New	43 $9,000

2,662

308M

232M

524M

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