STERLING FINANCIAL PLANNING, INC. – SPDR S&P 400 Mid Cap Value ETF Transaction History
STERLING FINANCIAL PLANNING, INC. portfolio value:
$294,000
portfolio value
STERLING FINANCIAL PLANNING, INC. quarter portfolio value change:
-4.43%
quarter
SPDR S&P 400 Mid Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.65% | -33 shares | -15K | $57.82 | 5.08K |
| Q2 2022 | share | Increase | +0.69% | 35 shares | -49K | $60.5 | 5.11K |
| Q1 2022 | share | Increase | +1.91% | 95 shares | 4K | $70.38 | 5.08K |
| Q4 2021 | share | Decrease | -2.41% | -123 shares | 16K | $71.04 | 4.98K |
| Q3 2021 | share | Increase | +3.28% | 162 shares | 4K | $66.23 | 5.10K |
| Q2 2021 | share | Decrease | -0.28% | -14 shares | 9K | $67.27 | 4.94K |
| Q1 2021 | share | Decrease | -0.80% | -40 shares | 48K | $64.89 | 4.96K |
| Q4 2020 | share | Increase | 0.00% | 5K shares | 277K | $54.79 | 5K |