Prosperity Planning, Inc. Closed Holding Positions

Prosperity Planning, Inc.

  • $309 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MCK
Mckesson Corp

Healthcare
Q2 2022 Filed on Jul 11, 2022
150
$300.57 - $336.42 $45.1K - $50.5K
KEYS
Keysight Technologies, Inc.

Technology
Q2 2022 Filed on Jul 11, 2022
440
$130.61 - $159.59 $57.5K - $70.2K
IYR
Ishares Tr

ETFs
Q2 2022 Filed on Jul 11, 2022
1,268
$86.95 - $112.38 $110K - $142K
IYE
Ishares Tr

ETFs
Q2 2022 Filed on Jul 11, 2022
1,628
$37.64 - $48.83 $61.3K - $79.5K
IXUS
Ishares Tr

ETFs
Q2 2022 Filed on Jul 11, 2022
1,946
$56.25 - $67.81 $109K - $132K
QQQ
Invesco Qqq Trust, Series 1

ETFs
Q2 2022 Filed on Jul 11, 2022
396
$271.39 - $369.3 $107K - $146K
PID
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Jul 11, 2022
3,911
$16.85 - $19.84 $65.9K - $77.6K
RSP
Invesco S&P 500 Equal Weight E

ETFs
Q2 2022 Filed on Jul 11, 2022
800
$130.84 - $158.96 $105K - $127K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q2 2022 Filed on Jul 11, 2022
2,623
$31.92 - $38.05 $83.7K - $99.8K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q1 2022 Filed on Apr 18, 2022
2,045
$102.32 - $116.69 $209K - $239K
XLV
Select Sector Spdr Fund Health

ETFs
Q4 2021 Filed on Jan 21, 2022
1,588
$125.34 - $141.49 $199K - $225K
AMC
Amc Entertainment Holdings, Inc.

Communication Services
Q4 2021 Filed on Jan 21, 2022
92,318
$23.24 - $45.06 $2.15M - $4.16M
Ishares Tr
Q2 2021 Filed on Jul 13, 2021
2,013
N/A
FALN
Ishares Tr Fallen Angels Usd B

ETFs
Q2 2021 Filed on Jul 13, 2021
659
$29.21 - $29.96 $19.2K - $19.7K
CEQP
Crestwood Equity Partners LP

Energy
Q2 2021 Filed on Jul 13, 2021
9,435
$27.14 - $33.56 $256K - $317K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q1 2021 Filed on Apr 12, 2021
2,547
$45.28 - $45.81 $115K - $117K
F
Ford Motor CO

Consumer Cyclical
Q1 2021 Filed on Apr 12, 2021
16,840
$8.52 - $13.37 $143K - $225K
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