Forum Financial Management, LP Ishares Barclays 20+ Year Trea Transaction History

Forum Financial Management, LP

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 07, 2022	BUY	$100.95 - $120.04 $2.57 Million - $3.06 Million	25,468 Added 66.87%	63,554 $6.51 Million
Q2 2022 Aug 15, 2022	BUY	$108.81 - $132.38 $2.94 Million - $3.57 Million	27,003 Added 243.64%	38,086 $4.38 Million
Q1 2022 May 16, 2022	BUY	$128.66 - $144.3 $279,449 - $313,419	2,172 Added 24.37%	11,083 $1.46 Million
Q4 2021 Feb 18, 2022	BUY	$141.52 - $154.35 $1.26 Million - $1.38 Million	8,911 New	8,911 $1.32 Million

1,353

479M

148M

145M

Get notified when there are updates to the investment portfolio of Forum Financial Management, LP, based on Form 13F filings with the SEC.

Stay updated on Forum Financial Management, LP with notifications on news.