Cornerstone Planning Group LLC Schwab Fundamental Emerging Mk Transaction History

Cornerstone Planning Group LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$27.2 - $30.7 $27 - $30	1 Added 0.95%	106 $2.97 Million
Q1 2024 May 07, 2024	SELL	$25.58 - $27.83 $3,223 - $3,506	-126 Reduced 54.55%	105 $3.07 Million
Q4 2023 Feb 12, 2024	SELL	$25.33 - $27.18 $835 - $896	-33 Reduced 12.5%	231 $6.27 Million
Q3 2023 Nov 08, 2023	SELL	$26.05 - $28.35 $41,185 - $44,821	-1,581 Reduced 85.69%	264 $6.92 Million
Q2 2023 Aug 15, 2023	SELL	$25.72 - $27.75 $63,374 - $68,376	-2,464 Reduced 57.18%	1,845 $49.4 Million
Q4 2022 Feb 14, 2023	BUY	$23.19 - $26.37 $99,925 - $113,628	4,309 New	4,309 $115 Million

380

164M

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