CURI WEALTH MANAGEMENT, LLC – Schwab U.S. Dividend Equity ETF Transaction History
CURI WEALTH MANAGEMENT, LLC portfolio value:
$5.15M
portfolio value
CURI WEALTH MANAGEMENT, LLC quarter portfolio value change:
-7.26%
quarter
Schwab U.S. Dividend Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +21439.17% | 77.18K shares | 5.12M | $66.43 | 77.54K |
| Q2 2022 | share | Increase | +1700.00% | 340 shares | 25K | $71.63 | 360 |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $78.89 | 20 | |
| Q4 2021 | share | Increase | 0.00% | 20 shares | 1K | $80.71 | 20 |
| Q1 2021 | share | Decrease | -100.00% | -19 shares | -1K | $71.83 | 0 |
| Q4 2020 | share | Increase | 0.00% | 19 shares | 1K | $62.74 | 19 |