Curi Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Curi Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	BUY	$47.66 - $48.45 $59,384 - $60,368	1,246 Added 19.66%	7,585 $367,000
Q3 2023 Nov 06, 2023	BUY	$47.78 - $48.2 $6,354 - $6,410	133 Added 2.14%	6,339 $303,000
Q1 2023 May 03, 2023	BUY	$47.8 - $49.0 $296,646 - $304,094	6,206 New	6,206 $302,000
Q2 2022 Aug 08, 2022	BUY	$48.73 - $49.59 $48 - $49	1 Added 5.88%	18 $1,000
Q4 2021 Feb 09, 2022	BUY	$50.83 - $51.21 $864 - $870	17 New	17 $0
Q1 2021 Apr 29, 2021	SELL	$51.27 - $51.41 $871 - $873	-17 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$51.37 - $51.48 $873 - $875	17 New	17 $0

623

184M

74.3K

30.8K

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