Forbes Financial Planning, Inc. First Tr ETF Viii Tcw Opportun Transaction History

Forbes Financial Planning, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 08, 2023	SELL	$44.02 - $45.59 $15,583 - $16,138	-354 Reduced 0.26%	134,822 $5.96 Million
Q1 2023 May 04, 2023	BUY	$43.57 - $45.9 $1.94 Million - $2.05 Million	44,593 Added 49.23%	135,176 $6.09 Million
Q3 2022 Oct 21, 2022	BUY	$43.21 - $47.71 $1,209 - $1,335	28 Added 0.03%	90,583 $3.94 Million
Q2 2022 Aug 15, 2022	SELL	$45.24 - $49.52 $60,169 - $65,861	-1,330 Reduced 1.45%	90,555 $4.2 Million
Q1 2022 May 13, 2022	SELL	$49.18 - $52.9 $209,900 - $225,777	-4,268 Reduced 4.44%	91,885 $4.55 Million
Q4 2021 Feb 18, 2022	BUY	$52.94 - $53.71 $5.09 Million - $5.16 Million	96,153 New	96,153 $5.11 Million

352

97.9M

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