STERLING FINANCIAL PLANNING, INC. – Invesco FTSE RAFI US 1000 ETF Transaction History
STERLING FINANCIAL PLANNING, INC. portfolio value:
$1.18M
portfolio value
STERLING FINANCIAL PLANNING, INC. quarter portfolio value change:
-6.36%
quarter
Invesco FTSE RAFI US 1000 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.08% | 7 shares | -80K | $138.77 | 8.55K |
| Q2 2022 | share | Increase | +3.04% | 252 shares | -150K | $148.2 | 8.54K |
| Q1 2022 | share | Increase | +0.18% | 15 shares | -5K | $170.86 | 8.29K |
| Q4 2021 | share | Decrease | -0.29% | -24 shares | 107K | $171.6 | 8.28K |
| Q3 2021 | share | Decrease | -0.92% | -77 shares | -29K | $158.36 | 8.30K |
| Q2 2021 | share | Decrease | -13.32% | -1.28K shares | -123K | $159.64 | 8.38K |
| Q1 2021 | share | Decrease | -4.02% | -405 shares | 125K | $150.5 | 9.67K |
| Q4 2020 | share | Increase | 0.00% | 10.07K shares | 1.34M | $131.58 | 10.07K |