Curi Wealth Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Curi Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	BUY	$100.05 - $100.73 $6.83 Million - $6.87 Million	68,229 Added 67.66%	169,069 $17 Million
Q3 2023 Nov 06, 2023	SELL	$100.2 - $100.67 $192,083 - $192,984	-1,917 Reduced 1.87%	100,840 $10.2 Million
Q2 2023 Jul 31, 2023	BUY	$100.18 - $100.63 $264,976 - $266,166	2,645 Added 2.64%	102,757 $10.3 Million
Q1 2023 May 03, 2023	BUY	$100.08 - $100.58 $753,202 - $756,965	7,526 Added 8.13%	100,112 $10.1 Million
Q4 2022 Feb 03, 2023	BUY	$99.97 - $100.37 $2.1 Million - $2.1 Million	20,958 Added 29.26%	92,586 $9.27 Million
Q3 2022 Nov 08, 2022	BUY	$100.03 - $100.27 $7.16 Million - $7.18 Million	71,628 New	71,628 $7.18 Million

710

91.6M

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