CURI WEALTH MANAGEMENT, LLC – SPDR S&P 500 ETF Trust Transaction History
CURI WEALTH MANAGEMENT, LLC portfolio value:
$676,000
portfolio value
CURI WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.32%
quarter
SPDR S&P 500 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +88.82% | 890 shares | 298K | $357.18 | 1.89K |
| Q2 2022 | share | Increase | +7.63% | 71 shares | -42K | $377.25 | 1.00K |
| Q1 2022 | share | Increase | +1035.37% | 849 shares | 381K | $451.64 | 931 |
| Q4 2021 | share | Increase | 0.00% | 82 shares | 39K | $476.16 | 82 |
| Q1 2021 | share | Decrease | -100.00% | -57 shares | -21K | $393.75 | 0 |
| Q4 2020 | share | Increase | 0.00% | 57 shares | 21K | $370.23 | 57 |