Curi Wealth Management, LLC Pimco Enhanced Low Duration Ac Transaction History

Curi Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 31, 2023	BUY	$93.73 - $95.04 $50,614 - $51,321	540 Added 19.31%	3,336 $312,000
Q1 2023 May 03, 2023	SELL	$93.6 - $95.22 $26,769 - $27,232	-286 Reduced 9.28%	2,796 $265,000
Q4 2022 Feb 03, 2023	SELL	$93.13 - $94.77 $25,145 - $25,587	-270 Reduced 8.05%	3,082 $290,000
Q3 2022 Nov 08, 2022	BUY	$94.62 - $96.45 $55,258 - $56,326	584 Added 21.1%	3,352 $317,000
Q2 2022 Aug 08, 2022	BUY	$95.76 - $97.76 $265,063 - $270,599	2,768 New	2,768 $266,000

162

6.72M

Get notified when there are updates to the investment portfolio of Curi Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Curi Wealth Management, LLC with notifications on news.