Costello Asset Management, Inc Ishares Barclays 0 5 Year Tips Transaction History

Costello Asset Management, Inc

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 22, 2022	SELL	$101.26 - $104.65 $877,721 - $907,106	-8,668 Closed	0 $0
Q1 2022 Apr 26, 2022	SELL	$103.82 - $106.76 $253,943 - $261,134	-2,446 Reduced 22.01%	8,668 $910,000
Q4 2021 Jan 28, 2022	BUY	$105.21 - $107.0 $127,198 - $129,363	1,209 Added 12.21%	11,114 $1.18 Million
Q3 2021 Oct 29, 2021	BUY	$105.49 - $107.1 $50,002 - $50,765	474 Added 5.03%	9,905 $1.05 Million
Q2 2021 Aug 05, 2021	BUY	$105.46 - $106.88 $105,460 - $106,880	1,000 Added 11.86%	9,431 $1 Million
Q1 2021 May 03, 2021	BUY	$104.53 - $105.92 $881,292 - $893,011	8,431 New	8,431 $891,000

627

54.3M

98.5K

3.2K

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

Stay updated on Costello Asset Management, Inc with notifications on news.