Prosperity Planning, Inc. Ishares U.S. Treasury Bond ETF Transaction History

Prosperity Planning, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 12, 2022	BUY	$22.58 - $24.36 $56,608 - $61,070	2,507 Added 26.52%	11,960 $272,000
Q4 2021 Jan 21, 2022	SELL	$26.24 - $26.74 $75,754 - $77,198	-2,887 Reduced 23.4%	9,453 $252,000
Q3 2021 Oct 08, 2021	SELL	$26.48 - $26.97 $43,956 - $44,770	-1,660 Reduced 11.86%	12,340 $327,000
Q2 2021 Jul 13, 2021	BUY	$26.19 - $26.61 $13,775 - $13,996	526 Added 3.9%	14,000 $372,000
Q1 2021 Apr 12, 2021	BUY	$26.12 - $27.38 $104,924 - $109,985	4,017 Added 42.48%	13,474 $353,000
Q4 2020 Feb 01, 2021	BUY	$27.24 - $27.93 $257,608 - $264,134	9,457 New	9,457 $258,000

776

1.06B

7.5K

761K

Get notified when there are updates to the investment portfolio of Prosperity Planning, Inc., based on Form 13F filings with the SEC.

Stay updated on Prosperity Planning, Inc. with notifications on news.