Center For Financial Planning, Inc. Schwab Fundamental U S Large C Transaction History

Center For Financial Planning, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 27, 2023	SELL	$48.43 - $56.6 $5,811 - $6,792	-120 Reduced 94.49%	7 $0
Q3 2022 Oct 14, 2022	BUY	$47.76 - $56.79 $5,731 - $6,814	120 Added 1714.29%	127 $6,000
Q1 2022 May 03, 2022	BUY	$55.41 - $59.9 $387 - $419	7 New	7 $0
Q2 2020 Aug 06, 2020	SELL	$29.92 - $40.24 $27,705 - $37,262	-926 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$38.15 - $42.78 $35,326 - $39,614	926 New	926 $40,000

593

193M

Get notified when there are updates to the investment portfolio of Center For Financial Planning, Inc., based on Form 13F filings with the SEC.

Stay updated on Center For Financial Planning, Inc. with notifications on news.