Shore Haven Wealth Partners, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Shore Haven Wealth Partners, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 01, 2022	SELL	$116.23 - $121.42 $962,268 - $1.01 Million	-8,279 Closed	0 $0
Q1 2022 May 13, 2022	SELL	$121.42 - $128.17 $3.63 Million - $3.83 Million	-29,870 Reduced 78.3%	8,279 $1.01 Million
Q4 2021 Jan 21, 2022	SELL	$128.19 - $130.42 $24,484 - $24,910	-191 Reduced 0.5%	38,149 $4.91 Million
Q3 2021 Oct 28, 2021	BUY	$129.96 - $131.96 $599,505 - $608,731	4,613 Added 13.68%	38,340 $4.99 Million
Q2 2021 Aug 16, 2021	BUY	$129.78 - $131.28 $82,799 - $83,756	638 Added 1.93%	33,727 $4.4 Million
Q1 2021 May 13, 2021	BUY	$129.89 - $133.02 $112,095 - $114,796	863 Added 2.68%	33,089 $4.3 Million
Q4 2020 Feb 10, 2021	BUY	$132.44 - $133.52 $4.27 Million - $4.3 Million	32,226 New	32,226 $4.29 Million

728

85.7M

144K

1.79M

Get notified when there are updates to the investment portfolio of Shore Haven Wealth Partners, LLC, based on Form 13F filings with the SEC.

Stay updated on Shore Haven Wealth Partners, LLC with notifications on news.