Sterling Investment Advisors, Ltd. Schwab Strategic Tr Us Broad M Transaction History

Sterling Investment Advisors, Ltd.

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 03, 2022	BUY	$49.15 - $56.85 $73,970 - $85,559	1,505 Added 100.07%	3,009 $161,000
Q1 2021 May 04, 2021	BUY	$44.89 - $48.81 $44 - $48	1 Added 0.07%	1,504 $145,000
Q3 2020 Oct 26, 2020	BUY	$36.93 - $42.52 $36 - $42	1 Added 0.07%	1,503 $120,000
Q1 2020 Apr 30, 2020	SELL	$26.18 - $40.44 $2,591 - $4,003	-99 Reduced 6.18%	1,502 $90,000
Q1 2019 May 01, 2019	BUY	N/A	131 Added 8.91%	1,601 $109,000
Q4 2018 Jan 18, 2019	BUY	N/A	300 Added 25.64%	1,470 $88,000
Q3 2018 Nov 09, 2018	BUY	N/A	1 Added 0.09%	1,170 $82,000
Q2 2018 Jul 26, 2018	SELL	N/A	-1 Reduced 0.09%	1,169 $77,000
Q1 2018 Apr 23, 2018	BUY	N/A	1 Added 0.09%	1,170 $75,000
Q2 2017 Aug 09, 2017	BUY	N/A	1,169	1,169 $68,000

1,183

167M

172K

20.7K

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