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

274

10.8M

2.43M

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