Stonebridge Financial Planning Group, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History

Stonebridge Financial Planning Group, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 11, 2023	SELL	$13.23 - $14.66 $2.27 Million - $2.51 Million	-171,216 Reduced 84.27%	31,962 $435,000
Q1 2023 May 03, 2023	SELL	$13.58 - $15.17 $606,428 - $677,431	-44,656 Reduced 18.02%	203,178 $2.89 Million
Q4 2022 Jan 18, 2023	BUY	$14.35 - $17.95 $171,224 - $214,179	11,932 Added 5.06%	247,834 $0
Q3 2022 Oct 31, 2022	BUY	$15.85 - $18.23 $292,384 - $336,288	18,447 Added 8.48%	235,902 $3.82 Million
Q2 2022 Aug 01, 2022	BUY	$17.71 - $20.69 $3.85 Million - $4.5 Million	217,455 New	217,455 $3.92 Million

433

283M

23.5K

21.5K

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.