PROSPERITY PLANNING, INC. – iShares Core S&P 500 ETF Transaction History
PROSPERITY PLANNING, INC. portfolio value:
$1.01M
portfolio value
PROSPERITY PLANNING, INC. quarter portfolio value change:
-5.41%
quarter
iShares Core S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +19.73% | 468 shares | -60K | $358.65 | 2.84K |
| Q2 2022 | share | 0.00% | 0 shares | -211K | $379.15 | 2.37K | |
| Q1 2022 | share | 0.00% | 0 shares | 159K | $453.69 | 2.37K | |
| Q4 2021 | share | Decrease | -7.92% | -204 shares | 21K | $478.18 | 2.37K |
| Q3 2021 | share | Decrease | -10.77% | -311 shares | -131K | $430.82 | 2.57K |
| Q2 2021 | share | Decrease | -5.31% | -162 shares | 28K | $428.29 | 2.88K |
| Q1 2021 | share | Decrease | -14.76% | -528 shares | -130K | $395.17 | 3.04K |
| Q4 2020 | share | Increase | 0.00% | 3.57K shares | 1.34M | $371.65 | 3.57K |