KEYSTONE FINANCIAL PLANNING, INC. – Transaction History
KEYSTONE FINANCIAL PLANNING, INC. portfolio value:
7.73M
portfolio value
KEYSTONE FINANCIAL PLANNING, INC. quarter portfolio value change:
-32.39%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +11.55% | 27.21K shares | -2.52M | 262.87K | |
| Q2 2022 | share | Increase | +0.75% | 1.74K shares | 69K | 235.65K | |
| Q1 2022 | share | Increase | +0.24% | 558 shares | -102K | 233.91K | |
| Q4 2021 | share | Decrease | -1.82% | -4.33K shares | 1.20M | 233.35K | |
| Q3 2021 | share | Increase | +3.76% | 8.61K shares | -40K | 237.69K | |
| Q2 2021 | share | Increase | +2.01% | 4.51K shares | 1.10M | 229.07K | |
| Q1 2021 | share | Increase | +3.29% | 7.15K shares | 14K | 224.55K | |
| Q4 2020 | share | Increase | +12.13% | 23.52K shares | 702K | 217.39K | |
| Q3 2020 | share | Increase | +5.92% | 10.84K shares | -168K | 193.87K | |
| Q2 2020 | share | Increase | +4.27% | 7.50K shares | 815K | 183.03K | |
| Q1 2020 | share | Increase | +9.13% | 14.68K shares | -907K | 175.53K | |
| Q4 2019 | share | Increase | +0.80% | 1.27K shares | 747K | 160.84K | |
| Q3 2019 | share | Increase | +1.66% | 2.60K shares | 529K | 159.57K | |
| Q2 2019 | share | Increase | +0.63% | 980 shares | -237K | 156.96K | |
| Q1 2019 | share | Increase | +17.34% | 23.04K shares | 1.43M | 155.98K | |
| Q4 2018 | share | Increase | +0.63% | 829 shares | -227K | 132.94K | |
| Q3 2018 | share | Increase | +0.98% | 1.28K shares | 33K | 132.11K | |
| Q2 2018 | share | Increase | +0.23% | 306 shares | 175K | 130.82K | |
| Q1 2018 | share | Increase | +1.10% | 1.41K shares | 520K | 130.52K | |
| Q4 2017 | share | Decrease | -3.09% | -4.11K shares | -830K | 129.10K | |
| Q3 2017 | share | Increase | +1.69% | 2.21K shares | -240K | 133.21K | |
| Q2 2017 | share | Increase | +1.17% | 1.51K shares | 190K | 131.00K | |
| Q1 2017 | share | Increase | +7.28% | 8.78K shares | 811K | 129.49K | |
| Q4 2016 | share | 0.00% | 0 shares | -558K | 120.70K | ||
| Q3 2016 | share | Increase | +0.82% | 978 shares | 17K | 120.70K | |
| Q2 2016 | share | Increase | +1.67% | 1.96K shares | 414K | 119.72K | |
| Q1 2016 | share | Increase | +0.15% | 177 shares | 30K | 117.76K |