Stonebridge Financial Planning Group, LLC Ishares Russell 2000 ETF Transaction History

Stonebridge Financial Planning Group, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 01, 2022	SELL	$163.9 - $207.91 $160,294 - $203,335	-978 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$191.52 - $225.32 $191 - $225	-1 Reduced 0.1%	978 $201,000
Q4 2021 Feb 02, 2022	BUY	$212.12 - $242.56 $16,121 - $18,434	76 Added 8.42%	979 $191,000
Q3 2021 Nov 08, 2021	SELL	$211.73 - $231.39 $43,192 - $47,203	-204 Reduced 18.43%	903 $216,000
Q2 2021 Jul 28, 2021	BUY	$211.85 - $232.89 $173,928 - $191,202	821 Added 287.06%	1,107 $251,000
Q4 2020 Jan 27, 2021	BUY	$152.18 - $199.14 $152 - $199	1 Added 0.35%	286 $56,000
Q3 2020 Oct 26, 2020	SELL	$139.07 - $158.46 $13,907 - $15,846	-100 Reduced 25.97%	285 $46,000
Q2 2020 Jul 24, 2020	BUY	$104.62 - $153.09 $104 - $153	1 Added 0.26%	385 $55,000
Q1 2020 Apr 15, 2020	SELL	$99.9 - $169.53 $4,895 - $8,306	-49 Reduced 11.32%	384 $45,000
Q4 2019 Feb 07, 2020	BUY	$146.46 - $166.68 $63,417 - $72,172	433 New	433 $72,000

2,661

307M

232M

524M

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.