Sterling Financial Planning, Inc. Closed Holding Positions

Sterling Financial Planning, Inc.

  • $263 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Guinness Atkinson Fds
Q4 2021 Filed on Feb 02, 2022
2,982
N/A
AGCO
Agco Corp

Industrials
Q4 2021 Filed on Feb 02, 2022
450
$109.09 - $133.32 $49.1K - $60K
AEHR
Aehr Test Systems

Technology
Q4 2021 Filed on Feb 02, 2022
800
$12.6 - $25.72 $10.1K - $20.6K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q4 2021 Filed on Feb 02, 2022
2,000
$35.7 - $39.01 $71.4K - $78K
MRVL
Marvell Technology, Inc.

Technology
Q4 2021 Filed on Feb 02, 2022
800
$57.59 - $91.51 $46.1K - $73.2K
OGN
Organon & Co.

Healthcare
Q4 2021 Filed on Feb 02, 2022
44
$28.67 - $37.13 $1.26K - $1.63K
LUV
Southwest Airlines CO

Industrials
Q4 2021 Filed on Feb 02, 2022
750
$39.36 - $55.06 $29.5K - $41.3K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q4 2021 Filed on Feb 02, 2022
1,150
$35.28 - $37.98 $40.6K - $43.7K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
Q4 2021 Filed on Feb 02, 2022
2,375
$38.92 - $42.05 $92.4K - $99.9K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q4 2021 Filed on Feb 02, 2022
1,500
$42.23 - $46.94 $63.3K - $70.4K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q4 2021 Filed on Feb 02, 2022
300
$127.84 - $140.12 $38.4K - $42K
VMEO
Vimeo, Inc.

Technology
Q4 2021 Filed on Feb 02, 2022
202
$17.53 - $35.02 $3.54K - $7.07K
HPE
Hewlett Packard Enterprise CO

Technology
Q4 2021 Filed on Feb 02, 2022
1,184
$14.21 - $16.07 $16.8K - $19K
HPQ
Hp Inc

Technology
Q4 2021 Filed on Feb 02, 2022
642
$26.48 - $38.1 $17K - $24.5K
DBA
Invesco Db Agriculture Fund

ETFs
Q4 2021 Filed on Feb 02, 2022
350
$18.98 - $20.31 $6.64K - $7.11K
SPMD
Spdr Portfolio

ETFs
Q4 2021 Filed on Feb 02, 2022
1,900
$46.63 - $50.95 $88.6K - $96.8K
TRV
Travelers Companies, Inc.

Financial Services
Q4 2021 Filed on Feb 02, 2022
250
$145.48 - $162.37 $36.4K - $40.6K
PATH
Ui Path, Inc.

Technology
Q4 2021 Filed on Feb 02, 2022
500
$39.81 - $57.51 $19.9K - $28.8K
USO
United States Oil Fund, LP

ETFs
Q4 2021 Filed on Feb 02, 2022
17
$47.04 - $58.45 $800 - $994
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q4 2021 Filed on Feb 02, 2022
94
$65.16 - $70.02 $6.13K - $6.58K
VHT
Vanguard Health Care ETF

ETFs
Q4 2021 Filed on Feb 02, 2022
19
$243.71 - $267.51 $4.63K - $5.08K
VPU
Vanguard Utilities ETF

ETFs
Q4 2021 Filed on Feb 02, 2022
394
$139.21 - $156.4 $54.8K - $61.6K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q4 2021 Filed on Feb 02, 2022
302
$49.16 - $49.38 $14.8K - $14.9K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q4 2021 Filed on Feb 02, 2022
1,125
$40.07 - $44.51 $45.1K - $50.1K
SOFI
So Fi Technologies, Inc.

Financial Services
Q4 2021 Filed on Feb 02, 2022
600
$14.27 - $23.29 $8.56K - $14K
EEMV
Ishares Msci Emerging Markets

ETFs
Q4 2021 Filed on Feb 02, 2022
280
$61.26 - $64.52 $17.2K - $18.1K
URTH
Ishares Msci World ETF

ETFs
Q4 2021 Filed on Feb 02, 2022
33
$126.01 - $136.45 $4.16K - $4.5K
SLV
I Shares Silver Trust

ETFs
Q4 2021 Filed on Feb 02, 2022
3,100
$20.3 - $23.42 $62.9K - $72.6K
USRT
Ishares Core U.S. Reit ETF

ETFs
Q4 2021 Filed on Feb 02, 2022
400
$59.13 - $67.59 $23.7K - $27K
REET
Ishares Global Reit ETF

ETFs
Q4 2021 Filed on Feb 02, 2022
347
$27.64 - $30.61 $9.59K - $10.6K
MMP
Magellan Midstream Partners, L.P.

Energy
Q4 2021 Filed on Feb 02, 2022
619
$43.99 - $51.44 $27.2K - $31.8K
MMAT
Meta Materials Inc.

Technology
Q4 2021 Filed on Feb 02, 2022
300
$2.46 - $5.59 $738 - $1.68K
BPOP
Popular, Inc.

Financial Services
Q4 2021 Filed on Feb 02, 2022
100
$76.0 - $86.22 $7.6K - $8.62K
WPC
W. P. Carey Inc.

Real Estate
Q4 2021 Filed on Feb 02, 2022
374
$74.14 - $83.05 $27.7K - $31.1K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q4 2021 Filed on Feb 02, 2022
654
$115.43 - $146.63 $75.5K - $95.9K
HYG
Ishares Tr

ETFs
Q4 2021 Filed on Feb 02, 2022
44
$85.37 - $87.5 $3.76K - $3.85K
MBB
Ishares Tr

ETFs
Q4 2021 Filed on Feb 02, 2022
13
$107.03 - $108.32 $1.39K - $1.41K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q4 2021 Filed on Feb 02, 2022
22
$141.52 - $154.35 $3.11K - $3.4K
ITT
Itt Inc.

Industrials
Q4 2021 Filed on Feb 02, 2022
878
$86.21 - $104.7 $75.7K - $91.9K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
Q4 2021 Filed on Feb 02, 2022
1,474
$35.11 - $39.58 $51.8K - $58.3K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
Q4 2021 Filed on Feb 02, 2022
171
$46.99 - $59.46 $8.04K - $10.2K
PLTR
Palantir Technologies Inc.

Technology
Q4 2021 Filed on Feb 02, 2022
1,100
$17.96 - $26.75 $19.8K - $29.4K
QCOM
Qualcomm Inc

Technology
Q4 2021 Filed on Feb 02, 2022
150
$122.95 - $189.28 $18.4K - $28.4K
IEF
Ishares Barclays

ETFs
Q4 2021 Filed on Feb 02, 2022
15
$113.55 - $116.36 $1.7K - $1.75K
IXUS
Ishares Tr

ETFs
Q4 2021 Filed on Feb 02, 2022
108
$68.64 - $74.15 $7.41K - $8.01K
EWJ
Ishares Msci Japan ETF

ETFs
Q4 2021 Filed on Feb 02, 2022
32
$65.98 - $70.36 $2.11K - $2.25K
ZM
Zoom Video Communications, Inc.

Technology
Q4 2021 Filed on Feb 02, 2022
31
$181.81 - $285.66 $5.64K - $8.86K
AMD
Advanced Micro Devices Inc

Technology
Q4 2021 Filed on Feb 02, 2022
150
$100.34 - $161.91 $15.1K - $24.3K
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q4 2021 Filed on Feb 02, 2022
51
$73.83 - $89.84 $3.77K - $4.58K
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