STERLING FINANCIAL PLANNING, INC. – iShares Core S&P 500 ETF Transaction History
STERLING FINANCIAL PLANNING, INC. portfolio value:
$4.42M
portfolio value
STERLING FINANCIAL PLANNING, INC. quarter portfolio value change:
-5.41%
quarter
iShares Core S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.34% | 282 shares | -146K | $358.65 | 12.34K |
| Q2 2022 | share | Increase | +3.50% | 408 shares | -714K | $379.15 | 12.06K |
| Q1 2022 | share | Decrease | -4.22% | -513 shares | -516K | $453.69 | 11.65K |
| Q4 2021 | share | Increase | +2.24% | 267 shares | 677K | $478.18 | 12.16K |
| Q3 2021 | share | Decrease | -3.19% | -392 shares | -158K | $430.82 | 11.89K |
| Q2 2021 | share | Decrease | -2.94% | -372 shares | 247K | $428.29 | 12.29K |
| Q1 2021 | share | Decrease | -1.57% | -202 shares | 208K | $395.17 | 12.66K |
| Q4 2020 | share | Increase | 0.00% | 12.86K shares | 4.82M | $371.65 | 12.86K |