CURI WEALTH MANAGEMENT, LLC – Transaction History
CURI WEALTH MANAGEMENT, LLC portfolio value:
$14.30M
portfolio value
CURI WEALTH MANAGEMENT, LLC quarter portfolio value change:
-10.56%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +72.46% | 213.63K shares | 5.03M | $28.13 | 508.48K |
| Q2 2022 | share | Increase | +11.32% | 29.98K shares | -452K | $31.45 | 294.85K |
| Q1 2022 | share | Increase | +4.23% | 10.75K shares | -152K | $36.72 | 264.86K |
| Q4 2021 | share | Increase | +17.58% | 37.98K shares | 1.51M | $38.93 | 254.10K |
| Q3 2021 | share | Increase | +11.41% | 22.13K shares | 711K | $38.7 | 216.12K |
| Q2 2021 | share | Increase | +14.97% | 25.26K shares | 1.30M | $39.45 | 193.98K |
| Q1 2021 | share | Increase | +13.79% | 20.44K shares | 1.00M | $37.3 | 168.72K |
| Q4 2020 | share | Increase | 0.00% | 148.28K shares | 5.33M | $35.7 | 148.28K |