Stonebridge Financial Planning Group, LLC Invesco ETF Tr Ii Solar ETF Transaction History

Stonebridge Financial Planning Group, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 07, 2023	SELL	$51.68 - $73.55 $171,164 - $243,597	-3,312 Reduced 34.2%	6,372 $330,000
Q2 2023 Aug 11, 2023	BUY	$68.04 - $78.4 $6,872 - $7,918	101 Added 1.05%	9,684 $691,000
Q1 2023 May 03, 2023	SELL	$69.41 - $82.63 $44,422 - $52,883	-640 Reduced 6.26%	9,583 $743,000
Q4 2022 Jan 18, 2023	BUY	$64.86 - $83.98 $92,425 - $119,671	1,425 Added 16.2%	10,223 $0
Q3 2022 Oct 31, 2022	BUY	$69.71 - $90.13 $613,308 - $792,963	8,798 New	8,798 $648,000
Q1 2022 May 10, 2022	SELL	$59.66 - $78.49 $4,474 - $5,886	-75 Closed	0 $0
Q4 2021 Feb 02, 2022	SELL	$73.76 - $100.53 $7,376 - $10,053	-100 Reduced 57.14%	75 $5,000
Q2 2021 Jul 28, 2021	BUY	$69.1 - $91.88 $6,909 - $9,188	100 Added 133.33%	175 $16,000
Q1 2021 May 06, 2021	BUY	$81.15 - $121.94 $6,086 - $9,145	75 New	75 $6,000

279

9.84M

5.8M

2.81M

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.