STERLING FINANCIAL PLANNING, INC. – SPDR S&P 500 ETF Trust Transaction History
STERLING FINANCIAL PLANNING, INC. portfolio value:
$992,000
portfolio value
STERLING FINANCIAL PLANNING, INC. quarter portfolio value change:
-5.32%
quarter
SPDR S&P 500 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.36% | -10 shares | -59K | $357.18 | 2.77K |
| Q2 2022 | share | Increase | +0.07% | 2 shares | -207K | $377.25 | 2.78K |
| Q1 2022 | share | Increase | +0.11% | 3 shares | -64K | $451.64 | 2.78K |
| Q4 2021 | share | Increase | +6.55% | 171 shares | 202K | $476.16 | 2.78K |
| Q3 2021 | share | Increase | +0.31% | 8 shares | 6K | $429.14 | 2.61K |
| Q2 2021 | share | Decrease | -0.88% | -23 shares | 73K | $426.68 | 2.60K |
| Q1 2021 | share | Decrease | -7.44% | -211 shares | -20K | $393.75 | 2.62K |
| Q4 2020 | share | Increase | 0.00% | 2.83K shares | 1.06M | $370.23 | 2.83K |