Prosperity Planning, Inc. Ishares S&P Smallcap 600 Value Transaction History

Prosperity Planning, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$95.88 - $102.78 $9,875 - $10,586	-103 Reduced 4.25%	2,321 $238,000
Q4 2023 Feb 05, 2024	SELL	$82.1 - $104.53 $3,284 - $4,181	-40 Reduced 1.62%	2,424 $249,000
Q3 2023 Oct 24, 2023	SELL	$87.64 - $100.82 $5,258 - $6,049	-60 Reduced 2.38%	2,464 $219,000
Q1 2023 Apr 13, 2023	SELL	$88.82 - $106.56 $12,612 - $15,131	-142 Reduced 5.33%	2,524 $236,000
Q1 2021 Apr 12, 2021	SELL	$80.37 - $107.94 $6,911 - $9,282	-86 Reduced 3.13%	2,666 $269,000
Q4 2020 Feb 01, 2021	BUY	$62.11 - $81.5 $170,926 - $224,288	2,752 New	2,752 $224,000

850

40.9M

20K

11.6K

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.