STERLING FINANCIAL PLANNING, INC. – Invesco FTSE RAFI US 1500 Small-Mid ETF Transaction History
STERLING FINANCIAL PLANNING, INC. portfolio value:
$792,000
portfolio value
STERLING FINANCIAL PLANNING, INC. quarter portfolio value change:
-4.98%
quarter
Invesco FTSE RAFI US 1500 Small-Mid ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.41% | -134 shares | -62K | $145.71 | 5.43K |
| Q2 2022 | share | Decrease | -4.70% | -275 shares | -214K | $153.34 | 5.57K |
| Q1 2022 | share | Decrease | -3.96% | -241 shares | -99K | $182.67 | 5.84K |
| Q4 2021 | share | Decrease | -2.67% | -167 shares | 26K | $191.78 | 6.08K |
| Q3 2021 | share | Decrease | -1.45% | -92 shares | -45K | $182.49 | 6.25K |
| Q2 2021 | share | Decrease | -11.71% | -842 shares | -82K | $186.39 | 6.34K |
| Q1 2021 | share | Decrease | -11.26% | -912 shares | 45K | $175.53 | 7.18K |
| Q4 2020 | share | Increase | 0.00% | 8.1K shares | 1.22M | $149.92 | 8.1K |