Curi Wealth Management, LLC Closed Holding Positions

Curi Wealth Management, LLC

  • $0
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DTM
Dt Midstream, Inc.

Energy
Q2 2022 Filed on Aug 08, 2022
4
$46.71 - $59.04 $187 - $236
ABNB
Airbnb, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 08, 2022
250
$89.08 - $177.02 $22.3K - $44.3K
DTH
Wisdomtree Tr

ETFs
Q2 2022 Filed on Aug 08, 2022
346
$34.57 - $40.19 $12K - $13.9K
TDG
Trans Digm Group Inc

Industrials
Q2 2022 Filed on Aug 08, 2022
21
$513.69 - $669.39 $10.8K - $14.1K
LDOS
Leidos Holdings, Inc.

Technology
Q2 2022 Filed on Aug 08, 2022
0
$94.15 - $109.87 $0 - $0
Investors Bancorp Inc New
Q2 2022 Filed on Aug 08, 2022
874
N/A
NXPI
Nxp Semiconductors N.V.

Technology
Q2 2022 Filed on Aug 08, 2022
300
$148.03 - $195.93 $44.4K - $58.8K
IGF
Ishares Global Infrastructure

ETFs
Q2 2022 Filed on Aug 08, 2022
5,294
$45.28 - $51.96 $240K - $275K
CNHI
Cnh Industrial N.V.

Industrials
Q2 2022 Filed on Aug 08, 2022
2,500
$11.38 - $15.85 $28.5K - $39.6K
LEG
Leggett & Platt Inc

Consumer Cyclical
Q2 2022 Filed on Aug 08, 2022
6
$33.39 - $39.81 $200 - $239
CFVI
Cf Acquisition Corp. Vi

Financial Services
Q2 2022 Filed on Aug 08, 2022
705
$9.97 - $12.48 $7.03K - $8.8K
CF
Cf Industries Holdings, Inc.

Basic Materials
Q2 2022 Filed on Aug 08, 2022
200
$80.6 - $110.03 $16.1K - $22K
BHP
Bhp Group LTD

Basic Materials
Q2 2022 Filed on Aug 08, 2022
400
$54.75 - $70.74 $21.9K - $28.3K
Aspen Technology Inc.
Q2 2022 Filed on Aug 08, 2022
2,809
N/A
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q2 2022 Filed on Aug 08, 2022
171
$37.03 - $44.95 $6.33K - $7.69K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
Q2 2022 Filed on Aug 08, 2022
176
$38.41 - $45.16 $6.76K - $7.95K
IPI
Intrepid Potash, Inc.

Basic Materials
Q2 2022 Filed on Aug 08, 2022
250
$44.71 - $119.5 $11.2K - $29.9K
RAD
Rite Aid Corp

Healthcare
Q2 2022 Filed on Aug 08, 2022
15
$4.77 - $8.69 $71.6 - $130
CYBR
Cyber Ark Software Ltd.

Technology
Q2 2022 Filed on Aug 08, 2022
10
$107.33 - $175.81 $1.07K - $1.76K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q2 2022 Filed on Aug 08, 2022
192
$93.11 - $101.59 $17.9K - $19.5K
ODFL
Old Dominion Freight Line, Inc.

Industrials
Q2 2022 Filed on Aug 08, 2022
200
$232.1 - $292.26 $46.4K - $58.5K
WTRE
Watford Holdings Ltd.

Financial Services
Q2 2022 Filed on Aug 08, 2022
417
$17.71 - $23.71 $7.39K - $9.89K
EQT
Eqt Corp

Energy
Q1 2022 Filed on May 06, 2022
0
$19.74 - $34.9 $0 - $0
Cyrusone Inc
Q1 2022 Filed on May 06, 2022
0
N/A
FJAN
First Exc Trd Viii Cboe Vest U
Q1 2022 Filed on May 06, 2022
193
N/A
XLC
Select Sector Spdr Tr Communic

ETFs
Q1 2022 Filed on May 06, 2022
187
$63.62 - $78.22 $11.9K - $14.6K
QTEC
First Trust Nasdaq 100 Technol

ETFs
Q1 2022 Filed on May 06, 2022
50
$131.75 - $175.08 $6.59K - $8.75K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
Q1 2022 Filed on May 06, 2022
2
$69.64 - $93.47 $139 - $187
ARES
Ares Management Corp

Financial Services
Q1 2022 Filed on May 06, 2022
0
$66.37 - $82.71 $0 - $0
Ihs Markit LTD
Q1 2022 Filed on May 06, 2022
4,301
N/A
Xilinx Inc
Q1 2022 Filed on May 06, 2022
83
N/A
GRMN
Garmin LTD

Technology
Q1 2022 Filed on May 06, 2022
1
$108.64 - $133.57 $109 - $134
Houghton Mifflin
Q1 2022 Filed on May 06, 2022
1,600
N/A
MSM
Msc Industrial Direct CO Inc

Industrials
Q1 2022 Filed on May 06, 2022
13
$75.82 - $85.87 $986 - $1.12K
XLU
Utilities Sector Spdr

ETFs
Q1 2022 Filed on May 06, 2022
35
$65.03 - $74.54 $2.28K - $2.61K
EMTL
Spdr Doubleline Emerging Marke

ETFs
Q1 2022 Filed on May 06, 2022
142
$44.63 - $48.71 $6.34K - $6.92K
Sl Green Realty Corp
Q1 2022 Filed on May 06, 2022
1
N/A
RMD
Resmed Inc

Healthcare
Q1 2022 Filed on May 06, 2022
1
$216.12 - $261.47 $216 - $261
RRC
Range Resources Corp

Energy
Q1 2022 Filed on May 06, 2022
0
$17.62 - $31.51 $0 - $0
XLB
Select Sector Spdr Fd Material

ETFs
Q1 2022 Filed on May 06, 2022
15
$79.77 - $90.53 $1.2K - $1.36K
SNOW
Snowflake Inc.

Technology
Q1 2022 Filed on May 06, 2022
10
$166.75 - $332.01 $1.67K - $3.32K
SDG
Ishares Trust Ishares Msci Glo

ETFs
Q1 2022 Filed on May 06, 2022
72
$82.15 - $90.96 $5.91K - $6.55K
PDP
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 06, 2022
101
$74.08 - $93.14 $7.48K - $9.41K
KOCT
Innovator Laddered Fund Of U.S
Q1 2022 Filed on May 06, 2022
125
N/A
COIN
Coinbase Global, Inc.

Technology
Q1 2022 Filed on May 06, 2022
46
$153.19 - $251.05 $7.05K - $11.5K
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q1 2022 Filed on May 06, 2022
75
$43.98 - $51.33 $3.3K - $3.85K
XLY
Select Sector Spdr Consumer Di

ETFs
Q1 2022 Filed on May 06, 2022
88
$163.19 - $210.31 $14.4K - $18.5K
XLF
Financial Sector Spdr

ETFs
Q1 2022 Filed on May 06, 2022
447
$35.66 - $41.42 $15.9K - $18.5K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
Q1 2022 Filed on May 06, 2022
32,238
$37.66 - $42.71 $1.21M - $1.38M
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