Sterling Investment Advisors, Ltd. Schwab Strategic U.S. Mid Cap Transaction History

Sterling Investment Advisors, Ltd.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 03, 2022	BUY	$70.66 - $80.89 $423 - $485	6 Added 2.55%	241 $18,000
Q4 2021 Feb 02, 2022	SELL	$76.01 - $83.39 $20,066 - $22,014	-264 Reduced 52.91%	235 $19,000
Q3 2021 Nov 09, 2021	SELL	$74.65 - $80.95 $4,852 - $5,261	-65 Reduced 11.52%	499 $38,000
Q2 2020 Jul 24, 2020	BUY	$39.01 - $57.03 $5,851 - $8,554	150 Added 36.23%	564 $29,000
Q4 2018 Jan 18, 2019	BUY	N/A	38 Added 10.11%	414 $19,000
Q3 2018 Nov 09, 2018	BUY	N/A	226 Added 150.67%	376 $22,000
Q1 2018 Apr 23, 2018	SELL	N/A	-40 Reduced 21.05%	150 $8,000
Q4 2017 Jan 29, 2018	BUY	N/A	150 Added 375.0%	190 $10,000
Q2 2017 Aug 09, 2017	BUY	N/A	40	40 $2,000

950

108M

8.1K

3.6K

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