Retirement Planning Group Schwab Strategic Tr Us Small C Transaction History

Retirement Planning Group

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 13, 2022	SELL	$37.88 - $48.01 $296,600 - $375,918	-7,830 Closed	0 $0
Q1 2022 Apr 19, 2022	BUY	$44.42 - $51.73 $154,714 - $180,175	3,483 Added 80.12%	7,830 $371,000
Q4 2021 Jan 20, 2022	BUY	$48.64 - $55.07 $66,880 - $75,721	1,375 Added 46.27%	4,347 $445,000
Q3 2021 Oct 18, 2021	SELL	$48.3 - $52.49 $230,970 - $251,007	-4,782 Reduced 61.67%	2,972 $297,000
Q2 2021 Jul 19, 2021	BUY	$48.39 - $52.91 $375,216 - $410,264	7,754 New	7,754 $808,000

1,119

230M

44.7K

32.4K

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

Stay updated on Retirement Planning Group with notifications on news.