Curi Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Curi Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 06, 2023	SELL	$49.59 - $53.57 $132,504 - $143,139	-2,672 Reduced 18.32%	11,913 $593,000
Q2 2023 Jul 31, 2023	SELL	$47.08 - $51.7 $18,926 - $20,783	-402 Reduced 2.68%	14,585 $754,000
Q1 2023 May 03, 2023	SELL	$44.47 - $49.23 $165,206 - $182,889	-3,715 Reduced 19.86%	14,987 $717,000
Q4 2022 Feb 03, 2023	SELL	$41.94 - $47.81 $20,928 - $23,857	-499 Reduced 2.6%	18,702 $838,000
Q3 2022 Nov 08, 2022	BUY	$41.99 - $50.63 $780,888 - $941,566	18,597 Added 3078.97%	19,201 $806,000
Q1 2022 May 06, 2022	BUY	$49.15 - $56.85 $29,686 - $34,337	604 New	604 $32,000

1,146

165M

188K

19.4K

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