CURI WEALTH MANAGEMENT, LLC – iShares U.S. Technology ETF Transaction History
CURI WEALTH MANAGEMENT, LLC portfolio value:
$1.39M
portfolio value
CURI WEALTH MANAGEMENT, LLC quarter portfolio value change:
-8.23%
quarter
iShares U.S. Technology ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.60% | -114 shares | -135K | $73.37 | 19.02K |
| Q2 2022 | share | Increase | +16.10% | 2.65K shares | -168K | $79.95 | 19.13K |
| Q1 2022 | share | Increase | +11.38% | 1.68K shares | -1K | $103.04 | 16.48K |
| Q4 2021 | share | Increase | +6.13% | 855 shares | 288K | $115.61 | 14.79K |
| Q3 2021 | share | Increase | +32.64% | 3.43K shares | 367K | $101.26 | 13.94K |
| Q2 2021 | share | Increase | +31.31% | 2.50K shares | 342K | $99.33 | 10.51K |
| Q1 2021 | share | Increase | +20.36% | 1.35K shares | 137K | $87.57 | 8.00K |
| Q4 2020 | share | Increase | 0.00% | 6.65K shares | 565K | $84.86 | 6.65K |