Curi Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History

Curi Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 08, 2022	SELL	$120.18 - $161.96 $9,734 - $13,118	-81 Reduced 5.05%	1,523 $191,000
Q1 2022 May 06, 2022	BUY	$141.01 - $175.1 $282 - $350	2 Added 0.12%	1,604 $254,000
Q4 2021 Feb 09, 2022	BUY	$150.99 - $175.61 $301 - $351	2 Added 0.13%	1,602 $277,000
Q3 2021 Oct 19, 2021	SELL	$151.1 - $163.27 $33,544 - $36,245	-222 Reduced 12.18%	1,600 $244,000
Q2 2021 Jul 23, 2021	BUY	$136.12 - $150.82 $42,197 - $46,754	310 Added 20.5%	1,822 $274,000
Q1 2021 Apr 29, 2021	BUY	$127.24 - $139.47 $192,386 - $210,878	1,512 New	1,512 $203,000

529

49.9M

12.3K

5.1K

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