Curi Wealth Management, LLC Ishares Trust Ishares Pfd And Transaction History

Curi Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 06, 2022	SELL	$34.86 - $39.14 $771,939 - $866,716	-22,144 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$38.29 - $39.43 $18,226 - $18,768	476 Added 2.2%	22,144 $873,000
Q3 2021 Oct 19, 2021	BUY	$38.55 - $39.48 $157,592 - $161,394	4,088 Added 23.25%	21,668 $840,000
Q2 2021 Jul 23, 2021	BUY	$37.96 - $39.34 $206,084 - $213,576	5,429 Added 44.68%	17,580 $691,000
Q1 2021 Apr 29, 2021	BUY	$37.15 - $38.46 $142,173 - $147,186	3,827 Added 45.98%	12,151 $466,000
Q4 2020 Mar 19, 2021	BUY	$36.13 - $38.51 $300,746 - $320,557	8,324 New	8,324 $320,000

1,101

188M

167K

797K

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