Curi Wealth Management, LLC Ishares Core S&P U.S. Value Et Transaction History

Curi Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 08, 2022	BUY	$64.88 - $77.18 $129 - $154	2 Added 1.08%	187 $12,000
Q1 2022 May 06, 2022	BUY	$71.81 - $77.49 $71 - $77	1 Added 0.54%	185 $14,000
Q4 2021 Feb 09, 2022	BUY	$71.13 - $76.45 $13,087 - $14,066	184 New	184 $14,000
Q1 2021 Apr 29, 2021	SELL	$61.28 - $69.6 $11,091 - $12,597	-181 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$53.17 - $62.19 $9,623 - $11,256	181 New	181 $11,000

747

168M

2.9K

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