Forbes Financial Planning, Inc. Schwab Strategic Tr Us Large C Transaction History

Forbes Financial Planning, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 08, 2023	SELL	$63.33 - $67.21 $142,365 - $151,088	-2,248 Reduced 2.34%	94,020 $6.31 Million
Q1 2023 May 04, 2023	BUY	$62.59 - $69.3 $852,162 - $943,519	13,615 Added 16.47%	96,268 $6.31 Million
Q3 2022 Oct 21, 2022	BUY	$58.51 - $69.02 $207,359 - $244,606	3,544 Added 4.48%	82,653 $4.84 Million
Q2 2022 Aug 15, 2022	BUY	$60.93 - $72.3 $69,825 - $82,855	1,146 Added 1.47%	79,109 $4.92 Million
Q1 2022 May 13, 2022	BUY	$67.71 - $74.19 $402,400 - $440,911	5,943 Added 8.25%	77,963 $5.54 Million
Q4 2021 Feb 18, 2022	BUY	$67.9 - $73.3 $4.89 Million - $5.28 Million	72,020 New	72,020 $5.28 Million

836

112M

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

Stay updated on Forbes Financial Planning, Inc. with notifications on news.