Curi Wealth Management, LLC Ishares Barclays 1 3 Year Trea Transaction History

Curi Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 08, 2024	BUY	$80.62 - $82.04 $1.19 Million - $1.22 Million	14,816 Added 2.6%	584,098 $47.9 Million
Q3 2023 Nov 06, 2023	SELL	$80.71 - $81.38 $3.64 Million - $3.67 Million	-45,135 Reduced 7.35%	569,282 $46.1 Million
Q2 2023 Jul 31, 2023	BUY	$81.05 - $82.41 $7.13 Million - $7.25 Million	87,985 Added 16.71%	614,417 $49.8 Million
Q1 2023 May 03, 2023	BUY	$80.51 - $82.52 $38.6 Million - $39.6 Million	479,613 Added 1024.4%	526,432 $43.3 Million
Q4 2022 Feb 03, 2023	BUY	$80.6 - $81.52 $3.77 Million - $3.82 Million	46,819 New	46,819 $3.8 Million

1,212

233M

466K

196K

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