Curi Wealth Management, LLC Invesco ETF Tr Ii Pfd ETF Transaction History

Curi Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 08, 2022	BUY	$11.99 - $13.5 $23 - $27	2 Added 0.05%	4,037 $50,000
Q1 2022 May 06, 2022	BUY	$13.13 - $14.91 $13 - $14	1 Added 0.02%	4,035 $54,000
Q4 2021 Feb 09, 2022	BUY	$14.6 - $15.16 $58,896 - $61,155	4,034 New	4,034 $60,000
Q1 2021 Apr 29, 2021	SELL	$14.51 - $15.16 $58,460 - $61,079	-4,029 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$14.64 - $15.27 $58,984 - $61,522	4,029 New	4,029 $61,000

516

178M

36K

100

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