CURI WEALTH MANAGEMENT, LLC – Schwab U.S. Broad Market ETF Transaction History
CURI WEALTH MANAGEMENT, LLC portfolio value:
$806,000
portfolio value
CURI WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3078.97% | 18.59K shares | 779K | $41.99 | 19.20K |
| Q2 2022 | share | 0.00% | 0 shares | -5K | $44.19 | 604 | |
| Q1 2022 | share | Increase | 0.00% | 604 shares | 32K | $53.39 | 604 |