Stonebridge Financial Planning Group, LLC First Tr Fd Dow Jones Transaction History

Stonebridge Financial Planning Group, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 10, 2022	SELL	$162.73 - $226.47 $151,501 - $210,843	-931 Closed	0 $0
Q2 2021 Jul 28, 2021	BUY	$210.08 - $246.6 $3,361 - $3,945	16 Added 1.75%	931 $230,000
Q1 2021 May 06, 2021	BUY	$206.49 - $243.18 $4,129 - $4,863	20 Added 2.23%	915 $212,000
Q3 2020 Oct 26, 2020	BUY	$174.48 - $206.48 $26,172 - $30,972	150 Added 20.13%	895 $178,000
Q2 2020 Jul 24, 2020	BUY	$117.99 - $172.68 $18,878 - $27,628	160 Added 27.35%	745 $130,000
Q1 2020 Apr 15, 2020	SELL	$107.38 - $154.58 $11,811 - $17,003	-110 Reduced 15.83%	585 $77,000
Q4 2019 Feb 07, 2020	BUY	$129.54 - $140.43 $90,030 - $97,598	695 New	695 $97,000

537

15.9M

96.2K

26.7K

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

Stay updated on Stonebridge Financial Planning Group, LLC with notifications on news.