Curi Wealth Management, LLC Invesco Qqq Trust, Series 1 Transaction History

Curi Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 31, 2023	BUY	$309.99 - $370.26 $1,239 - $1,481	4 Added 0.59%	678 $250,000
Q1 2023 May 03, 2023	SELL	$261.58 - $320.93 $498,571 - $611,692	-1,906 Reduced 73.88%	674 $216,000
Q4 2022 Feb 03, 2023	BUY	$260.1 - $293.72 $520 - $587	2 Added 0.08%	2,580 $687,000
Q3 2022 Nov 08, 2022	BUY	$267.26 - $333.06 $510,733 - $636,477	1,911 Added 286.51%	2,578 $689,000
Q2 2022 Aug 08, 2022	BUY	$271.39 - $369.3 $126,739 - $172,463	467 Added 233.5%	667 $187,000
Q1 2022 May 06, 2022	BUY	$318.17 - $401.68 $63,634 - $80,336	200 New	200 $72,000

3,512

255M

158M

357M

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