Asset Planning Corporation Northern Lts Fd Tr Iv Inspire Transaction History

Asset Planning Corporation

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 16, 2023	BUY	$26.04 - $28.97 $1,328 - $1,477	51 Added 0.57%	8,953 $235,000
Q2 2023 Jul 12, 2023	SELL	$27.03 - $28.67 $15,326 - $16,255	-567 Reduced 5.99%	8,902 $247,000
Q1 2023 Apr 14, 2023	SELL	$26.08 - $28.62 $3,442 - $3,777	-132 Reduced 1.37%	9,469 $262,000
Q4 2022 Jan 27, 2023	BUY	$22.0 - $26.75 $506 - $615	23 Added 0.24%	9,601 $0
Q3 2022 Oct 31, 2022	SELL	$22.04 - $26.81 $30,613 - $37,239	-1,389 Reduced 12.67%	9,578 $212,000
Q2 2022 Jul 27, 2022	BUY	$24.88 - $29.98 $272,858 - $328,790	10,967 New	10,967 $273,000

8.75M

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

Stay updated on Asset Planning Corporation with notifications on news.