Curi Wealth Management, LLC Energy Sector Spdr Transaction History

Curi Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 03, 2023	SELL	$76.97 - $93.11 $5,541 - $6,703	-72 Reduced 2.82%	2,482 $205,000
Q4 2022 Feb 03, 2023	BUY	$82.68 - $94.08 $211,164 - $240,280	2,554 New	2,554 $223,000
Q2 2022 Aug 08, 2022	BUY	N/A	1,803 Added 288.02%	2,429 $174,000
Q1 2022 May 06, 2022	BUY	N/A	596 Added 1986.67%	626 $47,000
Q4 2021 Feb 09, 2022	BUY	N/A	30 New	30 $1,000
Q1 2021 Apr 29, 2021	SELL	N/A	-26 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	N/A	26 New	26 $1,000

2,062

241M

47.3M

75.8M

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