Center For Financial Planning, Inc. Closed Holding Positions

Center For Financial Planning, Inc.

  • $748 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
NOV
Nov Inc.

Energy
Q4 2021 Filed on Feb 08, 2022
83
$11.73 - $15.5 $974 - $1.29K
TWO
Two Harbors Investment Corp.

Real Estate
Q4 2021 Filed on Feb 08, 2022
65
$5.64 - $6.75 $367 - $439
WPC
W. P. Carey Inc.

Real Estate
Q4 2021 Filed on Feb 08, 2022
15
$74.14 - $83.05 $1.11K - $1.25K
Cree Inc
Q4 2021 Filed on Feb 08, 2022
52
N/A
TTMI
Ttm Technologies Inc

Technology
Q4 2021 Filed on Feb 08, 2022
1
$12.66 - $14.9 $12.7 - $14.9
NYMT
New York Mortgage Trust Inc

Real Estate
Q4 2021 Filed on Feb 08, 2022
400
$3.61 - $4.5 $1.44K - $1.8K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
Q4 2021 Filed on Feb 08, 2022
270
$11.66 - $12.38 $3.15K - $3.34K
AXON
Axon Enterprise, Inc.

Industrials
Q4 2021 Filed on Feb 08, 2022
1
$138.89 - $185.27 $139 - $185
BZUN
Baozun Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 08, 2022
1
$12.45 - $20.56 $12.5 - $20.6
XWEL
Xwell Inc Common Stock
Q3 2021 Filed on Oct 27, 2021
5
N/A
CCNC
Code Chain New Continent LTD

Communication Services
Q3 2021 Filed on Oct 27, 2021
570
$1.23 - $2.15 $701 - $1.23K
ADMA
Adma Biologics, Inc.

Healthcare
Q3 2021 Filed on Oct 27, 2021
380
$1.13 - $1.65 $429 - $627
Slack Technologies Inc
Q3 2021 Filed on Oct 27, 2021
724
N/A
JQC
Nuveen Credit Strategies Income Fund

Financial Services
Q3 2021 Filed on Oct 27, 2021
2,000
$6.34 - $6.76 $12.7K - $13.5K
RIDE
Lordstown Motors Corp.

Consumer Cyclical
Q3 2021 Filed on Oct 27, 2021
1,000
$4.77 - $10.35 $4.77K - $10.4K
CHEK
Check Cap LTD

Healthcare
Q3 2021 Filed on Oct 27, 2021
32
$0.88 - $1.22 $28.2 - $39
NHWK
Night Hawk Biosciences, Inc.

Healthcare
Q3 2021 Filed on Oct 27, 2021
108
$5.9 - $7.44 $637 - $804
Top Ships Inc
Q3 2021 Filed on Oct 27, 2021
30
N/A
Greensky Inc
Q3 2021 Filed on Oct 27, 2021
200
N/A
BFH
Bread Financial Holdings, Inc.

Financial Services
Q3 2021 Filed on Oct 27, 2021
100
$71.67 - $85.51 $7.17K - $8.55K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
Q3 2021 Filed on Oct 27, 2021
1,500
$5.11 - $5.35 $7.67K - $8.02K
Document Sec Sys Inc
Q3 2021 Filed on Oct 27, 2021
1
N/A
Zynga Inc
Q3 2021 Filed on Oct 27, 2021
190
N/A
EYES
Second Sight Medical Products Inc

Healthcare
Q3 2021 Filed on Oct 27, 2021
38
$3.11 - $4.75 $118 - $181
General Electric CO
Q3 2021 Filed on Oct 27, 2021
4,160
N/A
SCHO
Schwab Short Term Us Treasury

ETFs
Q3 2021 Filed on Oct 27, 2021
64
$51.18 - $51.3 $3.28K - $3.28K
NAVB
Navidea Biopharmaceuticals, Inc.

Healthcare
Q3 2021 Filed on Oct 27, 2021
9
$1.53 - $1.85 $13.8 - $16.7
MYSZ
My Size, Inc.

Technology
Q3 2021 Filed on Oct 27, 2021
13
$1.11 - $1.53 $14.4 - $19.9
LAC
Lithium Americas Corp.

Basic Materials
Q3 2021 Filed on Oct 27, 2021
152
$12.75 - $24.53 $1.94K - $3.73K
J
Jacobs Engineering Group Inc

Industrials
Q3 2021 Filed on Oct 27, 2021
160
$126.74 - $139.56 $20.3K - $22.3K
CSQ
Calamos Strategic Total Return Fund

Financial Services
Q3 2021 Filed on Oct 27, 2021
1,000
$17.72 - $18.91 $17.7K - $18.9K
FV
First Trust Dorsey Wright Focu

ETFs
Q3 2021 Filed on Oct 27, 2021
147
$45.18 - $48.46 $6.64K - $7.12K
ITA
Ishares Tr

ETFs
Q2 2021 Filed on Jul 29, 2021
250
$102.24 - $112.9 $25.6K - $28.2K
ADSK
Autodesk, Inc.

Technology
Q2 2021 Filed on Jul 29, 2021
120
$269.54 - $300.16 $32.3K - $36K
WTW
Willis Towers Watson PLC

Financial Services
Q2 2021 Filed on Jul 29, 2021
3
$225.2 - $270.07 $676 - $810
BR
Broadridge Financial Solutions, Inc.

Technology
Q2 2021 Filed on Jul 29, 2021
48
$154.37 - $165.63 $7.41K - $7.95K
XLP
Consumer Staples Sector Spdr

ETFs
Q2 2021 Filed on Jul 29, 2021
60
N/A
WTRG
Essential Utilities, Inc.

Utilities
Q2 2021 Filed on Jul 29, 2021
332
$44.72 - $49.09 $14.8K - $16.3K
ICLR
Icon PLC

Healthcare
Q2 2021 Filed on Jul 29, 2021
16
$194.07 - $232.2 $3.11K - $3.72K
Seagate Technology PLC
Q2 2021 Filed on Jul 29, 2021
205
N/A
CNI
Canadian National Railway CO

Industrials
Q2 2021 Filed on Jul 29, 2021
150
$102.63 - $118.77 $15.4K - $17.8K
BRO
Brown & Brown, Inc.

Financial Services
Q2 2021 Filed on Jul 29, 2021
308
$46.52 - $53.69 $14.3K - $16.5K
WAT
Waters Corp

Healthcare
Q2 2021 Filed on Jul 29, 2021
15
$284.72 - $346.95 $4.27K - $5.2K
CTAS
Cintas Corp

Industrials
Q2 2021 Filed on Jul 29, 2021
11
$341.7 - $382.52 $3.76K - $4.21K
Perspecta Inc
Q2 2021 Filed on Jul 29, 2021
29
N/A
POST
Post Holdings, Inc.

Consumer Defensive
Q2 2021 Filed on Jul 29, 2021
30
$69.35 - $76.83 $2.08K - $2.3K
GPS
Gap Inc

Consumer Cyclical
Q2 2021 Filed on Jul 29, 2021
10
$29.95 - $36.33 $300 - $363
Gw Pharmaceuticals PLC
Q2 2021 Filed on Jul 29, 2021
128
N/A
Vg Acquisition Corp
Q2 2021 Filed on Jul 29, 2021
500
N/A
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