CURI WEALTH MANAGEMENT, LLC – Fidelity MSCI Real Estate Index ETF Transaction History
CURI WEALTH MANAGEMENT, LLC portfolio value:
$1.82M
portfolio value
CURI WEALTH MANAGEMENT, LLC quarter portfolio value change:
-11.93%
quarter
Fidelity MSCI Real Estate Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +17.22% | 11.22K shares | 57K | $23.92 | 76.39K |
| Q2 2022 | share | Increase | +15.54% | 8.76K shares | -56K | $27.16 | 65.17K |
| Q1 2022 | share | Increase | +12.63% | 6.32K shares | 88K | $32.39 | 56.40K |
| Q4 2021 | share | Increase | +6.14% | 2.89K shares | 304K | $34.64 | 50.07K |
| Q3 2021 | share | Increase | +13.10% | 5.46K shares | 165K | $30.4 | 47.17K |
| Q2 2021 | share | Increase | +28.47% | 9.24K shares | 377K | $30.22 | 41.71K |
| Q1 2021 | share | Increase | +24.76% | 6.44K shares | 232K | $27.12 | 32.47K |
| Q4 2020 | share | Increase | 0.00% | 26.02K shares | 660K | $24.86 | 26.02K |