Treasure Coast Financial Planning Spdr Portfolio S&P 500 Value E Transaction History

Treasure Coast Financial Planning

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 21, 2023	SELL	$40.17 - $43.27 $1.82 Million - $1.97 Million	-45,426 Reduced 28.48%	114,060 $4.93 Million
Q1 2023 May 04, 2023	SELL	$38.68 - $42.77 $636,324 - $703,609	-16,451 Reduced 9.35%	159,486 $6.49 Million
Q4 2022 Feb 06, 2023	SELL	$34.79 - $40.71 $105,274 - $123,188	-3,026 Reduced 1.69%	175,937 $6.84 Million
Q3 2022 Nov 02, 2022	BUY	$34.49 - $40.43 $133,786 - $156,827	3,879 Added 2.22%	178,963 $6.17 Million
Q2 2022 Aug 02, 2022	BUY	$35.93 - $42.52 $854,559 - $1.01 Million	23,784 Added 15.72%	175,084 $6.45 Million
Q1 2022 May 09, 2022	BUY	$39.54 - $42.64 $887,396 - $956,969	22,443 Added 17.42%	151,300 $6.32 Million
Q4 2021 Feb 15, 2022	BUY	$39.14 - $42.04 $5.04 Million - $5.42 Million	128,857 New	128,857 $5.41 Million

1,012

407M

356K

41.6K

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

Stay updated on Treasure Coast Financial Planning with notifications on news.