A detailed history of Resource Planning Group transactions in Columbia ETF Tr Ii stock. As of the latest transaction made, Resource Planning Group holds 33,174 shares of XCEM stock, worth $1.08 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
33,174
Previous 37,148 10.7%
Holding current value
$1.08 Million
Previous $1.02 Million 1.38%
% of portfolio
0.64%
Previous 0.86%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 09, 2024

SELL
$26.18 - $30.31 $104,039 - $120,451
-3,974 Reduced 10.7%
33,174 $1 Million
Q2 2023

Jul 28, 2023

SELL
$26.54 - $29.34 $85,591 - $94,621
-3,225 Reduced 7.99%
37,148 $1.06 Million
Q1 2023

May 11, 2023

SELL
$25.43 - $27.97 $313,907 - $345,261
-12,344 Reduced 23.42%
40,373 $1.09 Million
Q4 2022

Jan 30, 2023

SELL
$25.21 - $27.54 $156,957 - $171,464
-6,226 Reduced 10.56%
52,717 $1.35 Million
Q3 2022

Nov 03, 2022

BUY
$24.34 - $27.59 $52,014 - $58,959
2,137 Added 3.76%
58,943 $1.38 Million
Q2 2022

Aug 02, 2022

BUY
$25.3 - $31.26 $1.44 Million - $1.78 Million
56,806 New
56,806 $1.44 Million

Others Institutions Holding XCEM

About COLUMBIA ETF TR II


  • Ticker XCEM
  • Sector ETFs
  • Industry ETFs
More about XCEM
Track This Portfolio

Track Resource Planning Group Portfolio

Follow Resource Planning Group and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Resource Planning Group with notifications on news.