CURI WEALTH MANAGEMENT, LLC – Fundamental Income Net Lease Real Estate ETF Transaction History
CURI WEALTH MANAGEMENT, LLC portfolio value:
$4.91M
portfolio value
CURI WEALTH MANAGEMENT, LLC quarter portfolio value change:
-9.78%
quarter
Fundamental Income Net Lease Real Estate ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +6.91% | 13.69K shares | -180K | $23.23 | 211.73K |
| Q2 2022 | share | Increase | +11.28% | 20.07K shares | -123K | $25.75 | 198.03K |
| Q1 2022 | share | Increase | +8.50% | 13.94K shares | 13K | $29.35 | 177.96K |
| Q4 2021 | share | Increase | +14.82% | 21.16K shares | 982K | $31.65 | 164.01K |
| Q3 2021 | share | Increase | +14.60% | 18.19K shares | 493K | $29.42 | 142.85K |
| Q2 2021 | share | Increase | +16.51% | 17.66K shares | 793K | $29.53 | 124.65K |
| Q1 2021 | share | Increase | 0.00% | 106.99K shares | 2.94M | $26.85 | 106.99K |