Number of Shares
57,372
Previous 60,091 4.52%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 05, 2024

SELL
N/A
-2,719 Reduced 4.52%
57,372 $0
Q1 2024

Apr 29, 2024

SELL
N/A
-24,696 Reduced 29.13%
60,091 $0
Q4 2023

Feb 06, 2024

SELL
N/A
-794 Reduced 0.93%
84,787 $0
Q3 2023

Oct 24, 2023

SELL
N/A
-600 Reduced 0.7%
85,581 $0
Q2 2023

Jul 24, 2023

SELL
N/A
-2,524 Reduced 2.85%
86,181 $0
Q1 2023

May 05, 2023

BUY
N/A
3,834 Added 4.52%
88,705 $0
Q4 2022

Jan 19, 2023

SELL
N/A
-2,543 Reduced 2.91%
84,871 $0
Q3 2022

Nov 09, 2022

SELL
N/A
-310 Reduced 0.35%
87,414 $2.44 Million
Q2 2022

Aug 08, 2022

SELL
N/A
-767 Reduced 0.87%
87,724 $2.51 Million
Q1 2022

Apr 15, 2022

BUY
N/A
11,363 Added 14.73%
88,491 $2.8 Million
Q4 2021

Jan 18, 2022

SELL
N/A
-216,365 Reduced 73.72%
77,128 $2.48 Million
Q3 2021

Oct 21, 2021

SELL
N/A
-1,755 Reduced 0.59%
293,493 $9.26 Million
Q2 2021

Jul 28, 2021

SELL
N/A
-9,240 Reduced 3.03%
295,248 $9.11 Million
Q1 2021

Apr 16, 2021

BUY
N/A
304,488 New
304,488 $9.11 Million
Q3 2020

Nov 03, 2020

SELL
N/A
-10,899 Closed
0 $0
Q2 2020

Aug 10, 2020

BUY
N/A
285 Added 2.69%
10,899 $276,000
Q1 2020

May 05, 2020

BUY
N/A
10,614 New
10,614 $238,000
Track This Portfolio

Track Valtinson Bruner Financial Planning LLC Portfolio

Follow Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valtinson Bruner Financial Planning LLC with notifications on news.