STERLING FINANCIAL PLANNING, INC. – Invesco S&P 500 Equal Weight ETF Transaction History
STERLING FINANCIAL PLANNING, INC. portfolio value:
$423,000
portfolio value
STERLING FINANCIAL PLANNING, INC. quarter portfolio value change:
-5.18%
quarter
Invesco S&P 500 Equal Weight ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.57% | -53 shares | -30K | $127.28 | 3.32K |
| Q2 2022 | share | Increase | +0.09% | 3 shares | -79K | $134.23 | 3.37K |
| Q1 2022 | share | Increase | +0.03% | 1 shares | -16K | $157.71 | 3.37K |
| Q4 2021 | share | Increase | +0.39% | 13 shares | 45K | $162.75 | 3.36K |
| Q3 2021 | share | Increase | +0.27% | 9 shares | -1K | $149.82 | 3.35K |
| Q2 2021 | share | Decrease | -18.05% | -737 shares | -74K | $150.17 | 3.34K |
| Q1 2021 | share | Increase | +0.12% | 5 shares | 58K | $140.74 | 4.08K |
| Q4 2020 | share | Increase | 0.00% | 4.07K shares | 520K | $126.13 | 4.07K |