STERLING FINANCIAL PLANNING, INC. – iShares Preferred and Income Securities ETF Transaction History
STERLING FINANCIAL PLANNING, INC. portfolio value:
$600,000
portfolio value
STERLING FINANCIAL PLANNING, INC. quarter portfolio value change:
-3.68%
quarter
iShares Preferred and Income Securities ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.15% | -220 shares | -30K | $31.67 | 18.94K |
| Q2 2022 | share | Decrease | -1.55% | -301 shares | -79K | $32.88 | 19.16K |
| Q1 2022 | share | Increase | +0.61% | 118 shares | -54K | $36.42 | 19.46K |
| Q4 2021 | share | Increase | +0.43% | 82 shares | 15K | $39.33 | 19.34K |
| Q3 2021 | share | Decrease | -1.75% | -343 shares | -23K | $38.4 | 19.26K |
| Q2 2021 | share | Decrease | -2.16% | -432 shares | 1K | $38.47 | 19.60K |
| Q1 2021 | share | Decrease | -10.07% | -2.24K shares | -88K | $37.11 | 20.04K |
| Q4 2020 | share | Increase | 0.00% | 22.28K shares | 858K | $36.92 | 22.28K |