Stonebridge Financial Planning Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

Stonebridge Financial Planning Group, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 10, 2022	SELL	$70.66 - $80.89 $23,953 - $27,421	-339 Closed	0 $0
Q3 2021 Nov 08, 2021	SELL	$74.65 - $80.95 $32,846 - $35,618	-440 Reduced 56.48%	339 $28,000
Q1 2021 May 06, 2021	BUY	$67.07 - $76.85 $22,736 - $26,052	339 Added 77.05%	779 $60,000
Q1 2020 Apr 15, 2020	SELL	$35.83 - $62.24 $2,113 - $3,672	-59 Reduced 11.82%	440 $20,000
Q4 2019 Feb 07, 2020	BUY	$54.56 - $60.24 $27,225 - $30,059	499 New	499 $30,000

950

108M

8.1K

3.6K

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