Number of Shares
9,115
Previous 9,115 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

BUY
N/A
2,665 Added 41.32%
9,115 $0
Q1 2024

May 13, 2024

SELL
N/A
-1,255 Reduced 16.29%
6,450 $0
Q4 2023

Feb 05, 2024

SELL
N/A
-1,515 Reduced 16.43%
7,705 $0
Q3 2023

Nov 07, 2023

SELL
N/A
-840 Reduced 8.35%
9,220 $0
Q2 2023

Aug 11, 2023

BUY
N/A
10,060 New
10,060 $0
Track This Portfolio

Track Stonebridge Financial Planning Group, LLC Portfolio

Follow Stonebridge Financial Planning Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stonebridge Financial Planning Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonebridge Financial Planning Group, LLC with notifications on news.