Sterling Financial Planning, Inc. Closed Holding Positions

Sterling Financial Planning, Inc.

  • $263 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EL
Estee Lauder Companies Inc

Consumer Defensive
Q4 2021 Filed on Feb 02, 2022
18
$304.25 - $370.2 $5.48K - $6.66K
LI
Li Auto Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 02, 2022
153
$25.58 - $35.44 $3.91K - $5.42K
LBRDA
Liberty Broadband Corp

Communication Services
Q4 2021 Filed on Feb 02, 2022
24
$147.21 - $174.38 $3.53K - $4.19K
LBRDK
Liberty Broadband Corp

Communication Services
Q4 2021 Filed on Feb 02, 2022
48
$148.48 - $177.33 $7.13K - $8.51K
BATRA
Liberty Media Corp

Communication Services
Q4 2021 Filed on Feb 02, 2022
9
$26.3 - $31.96 $237 - $288
LSXMA
Liberty Media Corp

Communication Services
Q4 2021 Filed on Feb 02, 2022
96
$47.14 - $55.85 $4.53K - $5.36K
FWONA
Liberty Media Corp

Communication Services
Q4 2021 Filed on Feb 02, 2022
24
$47.81 - $59.44 $1.15K - $1.43K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 02, 2022
1,257
$58.07 - $66.37 $73K - $83.4K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q4 2021 Filed on Feb 02, 2022
2,252
$41.55 - $45.28 $93.6K - $102K
PDN
Invesco Fd Tr

ETFs
Q4 2021 Filed on Feb 02, 2022
3,285
$35.57 - $39.02 $117K - $128K
BJAN
Innovator U.S. Equity Buffer E

ETFs
Q4 2021 Filed on Feb 02, 2022
2,157
$36.04 - $37.33 $77.7K - $80.5K
PAPR
Innovator U.S. Equity Power Bu

ETFs
Q4 2021 Filed on Feb 02, 2022
2,177
$28.55 - $29.36 $62.2K - $63.9K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q4 2021 Filed on Feb 02, 2022
1,932
$33.06 - $38.26 $63.9K - $73.9K
PSEP
Innovator U.S. Equity Power Bu
Q4 2021 Filed on Feb 02, 2022
202
N/A
USEP
Innovator U.S. Equity Ultra Bu
Q4 2021 Filed on Feb 02, 2022
1,036
N/A
INTC
Intel Corp

Technology
Q4 2021 Filed on Feb 02, 2022
1,504
$47.89 - $56.0 $72K - $84.2K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
Q4 2021 Filed on Feb 02, 2022
2,313
$27.5 - $28.0 $63.6K - $64.8K
PJUN
Innovator U.S. Equity Power Bu

ETFs
Q4 2021 Filed on Feb 02, 2022
1,037
$31.1 - $32.24 $32.3K - $33.4K
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
Q4 2021 Filed on Feb 02, 2022
1,141
$29.09 - $29.8 $33.2K - $34K
POCT
Innovator U.S. Equity Power Bu

ETFs
Q4 2021 Filed on Feb 02, 2022
624
$29.29 - $30.47 $18.3K - $19K
IR
Ingersoll Rand Inc.

Industrials
Q4 2021 Filed on Feb 02, 2022
245
$49.89 - $61.87 $12.2K - $15.2K
IDXX
Idexx Laboratories Inc

Healthcare
Q4 2021 Filed on Feb 02, 2022
100
$586.54 - $666.48 $58.7K - $66.6K
PSCT
Invesco S&P Smallcap Informati

ETFs
Q4 2021 Filed on Feb 02, 2022
262
$138.0 - $156.0 $36.2K - $40.9K
SNSR
Global X Fds Internet Of Thing

ETFs
Q4 2021 Filed on Feb 02, 2022
320
$35.56 - $40.34 $11.4K - $12.9K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q4 2021 Filed on Feb 02, 2022
2,502
$14.6 - $15.16 $36.5K - $37.9K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q4 2021 Filed on Feb 02, 2022
368
$157.12 - $168.08 $57.8K - $61.9K
PMAR
Innovator U.S. Equity Power Bu

ETFs
Q4 2021 Filed on Feb 02, 2022
675
$30.62 - $31.58 $20.7K - $21.3K
HOPE
Hope Bancorp Inc

Financial Services
Q4 2021 Filed on Feb 02, 2022
281
$13.84 - $15.67 $3.89K - $4.4K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q4 2021 Filed on Feb 02, 2022
182
$25.63 - $27.15 $4.66K - $4.94K
HSTM
Healthstream Inc

Healthcare
Q4 2021 Filed on Feb 02, 2022
200
$23.22 - $29.23 $4.64K - $5.85K
DBOC
Innovator Etfs Tr Us Equity Do
Q4 2021 Filed on Feb 02, 2022
2,688
N/A
Dicerna Pharmaceuticals Inc
Q3 2021 Filed on Oct 28, 2021
100
N/A
Alexion Pharmaceuticals Inc
Q3 2021 Filed on Oct 28, 2021
18
N/A
General Electric CO
Q3 2021 Filed on Oct 28, 2021
5,547
N/A
DAL
Delta Air Lines, Inc.

Industrials
Q3 2021 Filed on Oct 28, 2021
795
$37.93 - $44.23 $30.2K - $35.2K
NVDA
Nvidia Corp

Technology
Q3 2021 Filed on Oct 28, 2021
33
$181.61 - $228.43 $5.99K - $7.54K
Kensington Capital Acquisiti
Q3 2021 Filed on Oct 28, 2021
346
N/A
CGC
Canopy Growth Corp

Healthcare
Q3 2021 Filed on Oct 28, 2021
180
$13.52 - $23.95 $2.43K - $4.31K
RXT
Rackspace Technology, Inc.

Technology
Q3 2021 Filed on Oct 28, 2021
700
$13.24 - $20.08 $9.27K - $14.1K
J P Morgan Exchange Traded F
Q2 2021 Filed on Aug 02, 2021
116
N/A
APT
Alpha Pro Tech LTD

Industrials
Q2 2021 Filed on Aug 02, 2021
400
$7.64 - $10.4 $3.06K - $4.16K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
Q2 2021 Filed on Aug 02, 2021
17
$23.9 - $25.29 $406 - $430
VOD
Vodafone Group Public LTD CO

Communication Services
Q2 2021 Filed on Aug 02, 2021
45
$17.03 - $20.24 $766 - $911
FCPT
Four Corners Property Trust, Inc.

Real Estate
Q2 2021 Filed on Aug 02, 2021
34
$25.76 - $29.89 $876 - $1.02K
Marvell Technology Group LTD
Q2 2021 Filed on Aug 02, 2021
900
N/A
Iac Interactivecorp New
Q2 2021 Filed on Aug 02, 2021
125
N/A
HE
Hawaiian Electric Industries Inc

Utilities
Q2 2021 Filed on Aug 02, 2021
100
$41.75 - $45.35 $4.18K - $4.54K
Ishares Gold Tr
Q2 2021 Filed on Aug 02, 2021
366,895
N/A
KRE
Spdr S&P Regional Banking ETF

ETFs
Q2 2021 Filed on Aug 02, 2021
193
$63.66 - $71.33 $12.3K - $13.8K
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