CURI WEALTH MANAGEMENT, LLC – Transaction History
CURI WEALTH MANAGEMENT, LLC portfolio value:
$799,000
portfolio value
CURI WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.74%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.39% | 81 shares | -37K | $38.82 | 20.59K |
| Q2 2022 | share | Increase | +93.75% | 9.92K shares | 317K | $40.75 | 20.51K |
| Q1 2022 | share | Increase | +0.23% | 24 shares | -27K | $49.02 | 10.58K |
| Q4 2021 | share | Increase | +0.40% | 42 shares | 50K | $51.85 | 10.56K |
| Q3 2021 | share | Increase | +0.27% | 28 shares | 2K | $47.16 | 10.52K |
| Q2 2021 | share | Increase | 0.00% | 10.49K shares | 494K | $46.99 | 10.49K |