Stonebridge Financial Planning Group, LLC Financial Sector Spdr Transaction History

Stonebridge Financial Planning Group, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 05, 2024	SELL	$31.45 - $37.72 $505,653 - $606,462	-16,078 Reduced 72.83%	5,998 $225,000
Q3 2023 Nov 07, 2023	SELL	$33.17 - $35.6 $243,335 - $261,161	-7,336 Reduced 24.94%	22,076 $732,000
Q2 2023 Aug 11, 2023	SELL	$31.55 - $33.71 $26,754 - $28,586	-848 Reduced 2.8%	29,412 $991,000
Q1 2023 May 03, 2023	BUY	$30.98 - $37.0 $937,454 - $1.12 Million	30,260 New	30,260 $972,000
Q1 2022 May 10, 2022	SELL	$35.66 - $41.42 $7,131 - $8,284	-200 Closed	0 $0
Q3 2021 Nov 08, 2021	SELL	$35.11 - $39.0 $3,370 - $3,744	-96 Reduced 32.43%	200 $8,000
Q2 2021 Jul 28, 2021	BUY	$34.47 - $38.47 $3,309 - $3,693	96 Added 48.0%	296 $11,000
Q1 2020 Apr 15, 2020	BUY	$17.66 - $31.17 $3,532 - $6,234	200 New	200 $4,000

1,838

696M

161M

320M

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