Sterling Financial Planning, Inc. Closed Holding Positions

Sterling Financial Planning, Inc.

  • $263 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CE
Celanese Corp

Basic Materials
Q4 2021 Filed on Feb 02, 2022
36
$148.94 - $172.91 $5.36K - $6.22K
CVM
Cel Sci Corp

Healthcare
Q4 2021 Filed on Feb 02, 2022
100
$7.1 - $12.82 $710 - $1.28K
AVGO
Broadcom Inc.

Technology
Q4 2021 Filed on Feb 02, 2022
14
$475.95 - $674.28 $6.66K - $9.44K
CELGRT
Bristol Myers Squibb CO Cont V
Q4 2021 Filed on Feb 02, 2022
375
N/A
BMY
Bristol Myers Squibb CO

Healthcare
Q4 2021 Filed on Feb 02, 2022
679
$53.63 - $62.52 $36.4K - $42.5K
GOLD
Barrick Gold Corp

Basic Materials
Q4 2021 Filed on Feb 02, 2022
745
$17.65 - $20.99 $13.1K - $15.6K
BAC
Bank Of America Corp

Financial Services
Q4 2021 Filed on Feb 02, 2022
1,826
$43.08 - $48.37 $78.7K - $88.3K
BX
Blackstone Inc.

Financial Services
Q4 2021 Filed on Feb 02, 2022
85
$110.95 - $148.88 $9.43K - $12.7K
BA
Boeing CO

Industrials
Q4 2021 Filed on Feb 02, 2022
251
$188.19 - $233.09 $47.2K - $58.5K
BAH
Booz Allen Hamilton Holding Corp

Industrials
Q4 2021 Filed on Feb 02, 2022
46
$79.69 - $89.85 $3.67K - $4.13K
BXP
Boston Properties Inc

Real Estate
Q4 2021 Filed on Feb 02, 2022
250
$105.3 - $120.66 $26.3K - $30.2K
BP
Bp PLC

Energy
Q4 2021 Filed on Feb 02, 2022
2,894
$25.65 - $30.13 $74.2K - $87.2K
BHF
Brighthouse Financial, Inc.

Financial Services
Q4 2021 Filed on Feb 02, 2022
48
$46.17 - $55.37 $2.22K - $2.66K
CB
Chubb LTD

Financial Services
Q4 2021 Filed on Feb 02, 2022
516
$173.61 - $196.09 $89.6K - $101K
SRET
Global X Fds Superdividend Rei

ETFs
Q4 2021 Filed on Feb 02, 2022
1,512
$27.03 - $29.82 $40.9K - $45.1K
RPG
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 02, 2022
144
$37.78 - $44.19 $5.44K - $6.36K
IXC
Ishares Tr Global Energy ETF

ETFs
Q4 2021 Filed on Feb 02, 2022
142
$26.37 - $29.86 $3.74K - $4.24K
IBB
Ishares Biotechnology ETF

ETFs
Q4 2021 Filed on Feb 02, 2022
699
$145.27 - $164.78 $102K - $115K
EEM
Ishares Msci Emerging Markets

ETFs
Q4 2021 Filed on Feb 02, 2022
3,673
$47.44 - $52.5 $174K - $193K
IGV
Ishares Expanded Tech Software

ETFs
Q4 2021 Filed on Feb 02, 2022
461
$384.52 - $446.52 $177K - $206K
IYT
Ishares Tr U.S. Transportation

ETFs
Q4 2021 Filed on Feb 02, 2022
112
$247.47 - $279.33 $27.7K - $31.3K
ICLN
Ishares

ETFs
Q4 2021 Filed on Feb 02, 2022
1,639
$20.44 - $25.79 $33.5K - $42.3K
IEFA
Ishares Tr

ETFs
Q4 2021 Filed on Feb 02, 2022
526
$72.36 - $77.76 $38.1K - $40.9K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q4 2021 Filed on Feb 02, 2022
288
$109.8 - $123.28 $31.6K - $35.5K
IWR
Ishares Russell Mid Cap ETF

ETFs
Q4 2021 Filed on Feb 02, 2022
251
$78.41 - $85.28 $19.7K - $21.4K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q4 2021 Filed on Feb 02, 2022
2,126
$76.4 - $81.83 $162K - $174K
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
Q4 2021 Filed on Feb 02, 2022
3,294
$38.56 - $42.62 $127K - $140K
DVYE
Ishares Emerging Markets Divid

ETFs
Q4 2021 Filed on Feb 02, 2022
915
$36.8 - $40.11 $33.7K - $36.7K
IEMG
Ishares Inc

ETFs
Q4 2021 Filed on Feb 02, 2022
234
$57.97 - $64.38 $13.6K - $15.1K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
Q4 2021 Filed on Feb 02, 2022
201
$58.54 - $62.24 $11.8K - $12.5K
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q4 2021 Filed on Feb 02, 2022
200
$270.99 - $309.52 $54.2K - $61.9K
IWM
Ishares Russell 2000 ETF

ETFs
Q4 2021 Filed on Feb 02, 2022
142
$212.12 - $242.56 $30.1K - $34.4K
IYR
Ishares Tr

ETFs
Q4 2021 Filed on Feb 02, 2022
104
$103.03 - $116.14 $10.7K - $12.1K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q4 2021 Filed on Feb 02, 2022
107
$280.02 - $327.35 $30K - $35K
KMB
Kimberly Clark Corp

Consumer Defensive
Q4 2021 Filed on Feb 02, 2022
120
$129.26 - $142.92 $15.5K - $17.2K
KMI
Kinder Morgan, Inc.

Energy
Q4 2021 Filed on Feb 02, 2022
3,496
$15.24 - $18.65 $53.3K - $65.2K
KHC
Kraft Heinz CO

Consumer Defensive
Q4 2021 Filed on Feb 02, 2022
42
$32.88 - $37.84 $1.38K - $1.59K
MAN
Manpower Group Inc.

Industrials
Q4 2021 Filed on Feb 02, 2022
128
$89.0 - $113.54 $11.4K - $14.5K
MAR
Marriott International Inc

Consumer Cyclical
Q4 2021 Filed on Feb 02, 2022
403
$142.5 - $168.39 $57.4K - $67.9K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
Q4 2021 Filed on Feb 02, 2022
40
$146.27 - $171.08 $5.85K - $6.84K
MMLP
Martin Midstream Partners L.P.

Energy
Q4 2021 Filed on Feb 02, 2022
443
$2.59 - $3.52 $1.15K - $1.56K
MTCH
Match Group, Inc.

Communication Services
Q4 2021 Filed on Feb 02, 2022
269
$122.81 - $175.53 $33K - $47.2K
MPW
Medical Properties Trust Inc

Real Estate
Q4 2021 Filed on Feb 02, 2022
590
$19.72 - $23.63 $11.6K - $13.9K
MDT
Medtronic PLC

Healthcare
Q4 2021 Filed on Feb 02, 2022
734
$99.53 - $127.75 $73.1K - $93.8K
MET
Metlife Inc

Financial Services
Q4 2021 Filed on Feb 02, 2022
410
$57.11 - $66.6 $23.4K - $27.3K
FWONK
Liberty Media Corp

Communication Services
Q4 2021 Filed on Feb 02, 2022
48
$52.02 - $63.24 $2.5K - $3.04K
LSXMK
Liberty Media Corp

Communication Services
Q4 2021 Filed on Feb 02, 2022
192
$47.02 - $55.6 $9.03K - $10.7K
BATRK
Liberty Media Corp Del

Communication Services
Q4 2021 Filed on Feb 02, 2022
19
$25.79 - $30.96 $490 - $588
LHX
L3 Harris Technologies, Inc.

Industrials
Q4 2021 Filed on Feb 02, 2022
215
$202.02 - $244.73 $43.4K - $52.6K
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