Sterling Financial Planning, Inc. Schwab Strategic Tr Us Dividen Transaction History

Sterling Financial Planning, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 27, 2022	SELL	$70.31 - $80.24 $179,149 - $204,451	-2,548 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$75.14 - $81.94 $92,647 - $101,032	-1,233 Reduced 32.61%	2,548 $201,000
Q4 2021 Feb 02, 2022	BUY	$74.93 - $80.86 $152,707 - $164,792	2,038 Added 116.92%	3,781 $306,000
Q3 2021 Oct 28, 2021	BUY	$74.23 - $78.13 $110,008 - $115,788	1,482 Added 567.82%	1,743 $129,000
Q2 2021 Aug 02, 2021	BUY	$73.32 - $77.65 $146 - $155	2 Added 0.77%	261 $20,000
Q1 2021 Apr 28, 2021	BUY	$63.23 - $73.67 $63 - $73	1 Added 0.39%	259 $19,000
Q4 2020 Feb 10, 2021	BUY	$54.8 - $65.16 $14,138 - $16,811	258 New	258 $17,000

1,760

276M

1.92M

1.16M

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