CURI WEALTH MANAGEMENT, LLC – SPDR Nuveen Bloomberg Short Term Municipal Bond ETF Transaction History
CURI WEALTH MANAGEMENT, LLC portfolio value:
$235,000
portfolio value
CURI WEALTH MANAGEMENT, LLC quarter portfolio value change:
-2.48%
quarter
SPDR Nuveen Bloomberg Short Term Municipal Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +15.02% | 666 shares | 25K | $46.09 | 5.09K |
| Q2 2022 | share | Decrease | -25.22% | -1.49K shares | -70K | $47.26 | 4.43K |
| Q1 2022 | share | Increase | +28.84% | 1.32K shares | 54K | $47.33 | 5.92K |
| Q4 2021 | share | Decrease | -33.75% | -2.34K shares | -117K | $49.21 | 4.60K |
| Q3 2021 | share | Increase | +13.35% | 818 shares | 40K | $49.32 | 6.94K |
| Q2 2021 | share | Decrease | -0.45% | -28 shares | -2K | $49.38 | 6.12K |
| Q1 2021 | share | Increase | +17.35% | 910 shares | 44K | $49.29 | 6.15K |
| Q4 2020 | share | Increase | 0.00% | 5.24K shares | 261K | $49.43 | 5.24K |