Falcon Wealth Planning Spdr Portfolio Short Term Trea Transaction History

Falcon Wealth Planning

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	BUY	$28.84 - $29.16 $721 - $729	25 Added 0.36%	7,032 $203,000
Q4 2023 Jan 10, 2024	BUY	$28.59 - $29.06 $200,330 - $203,623	7,007 New	7,007 $203,000
Q2 2023 Jul 13, 2023	SELL	$28.78 - $29.3 $2,993 - $3,047	-104 Reduced 1.47%	6,979 $200,000
Q1 2023 May 15, 2023	SELL	$28.64 - $29.36 $2,463 - $2,524	-86 Reduced 1.2%	7,083 $207,000
Q4 2022 Jan 20, 2023	SELL	$28.7 - $29.07 $344 - $348	-12 Reduced 0.17%	7,169 $0
Q3 2022 Nov 10, 2022	SELL	$28.84 - $29.57 $43,346 - $44,443	-1,503 Reduced 17.31%	7,181 $208,000
Q2 2022 Jul 20, 2022	BUY	$29.16 - $29.7 $253,225 - $257,914	8,684 New	8,684 $256,000

402

176M

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

Stay updated on Falcon Wealth Planning with notifications on news.