CURI WEALTH MANAGEMENT, LLC – Schwab U.S. REIT ETF Transaction History
CURI WEALTH MANAGEMENT, LLC portfolio value:
$1.75M
portfolio value
CURI WEALTH MANAGEMENT, LLC quarter portfolio value change:
-11.38%
quarter
Schwab U.S. REIT ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.42% | 3.1K shares | -160K | $18.69 | 93.83K |
| Q2 2022 | share | Increase | +11.87% | 9.62K shares | -104K | $21.09 | 90.73K |
| Q1 2022 | share | Decrease | -14.42% | -13.66K shares | -478K | $24.89 | 81.11K |
| Q4 2021 | share | Increase | +11.33% | 4.82K shares | 552K | $52.58 | 47.38K |
| Q3 2021 | share | Increase | +9.29% | 3.61K shares | 161K | $45.68 | 42.56K |
| Q2 2021 | share | Increase | +13.26% | 4.56K shares | 370K | $45.57 | 38.94K |
| Q1 2021 | share | Increase | +30.02% | 7.94K shares | 409K | $40.72 | 34.38K |
| Q4 2020 | share | Increase | 0.00% | 26.44K shares | 1.00M | $37.6 | 26.44K |