PLANNING DIRECTIONS INC – Schwab U.S. Small-Cap ETF Transaction History
PLANNING DIRECTIONS INC portfolio value:
$339,000
portfolio value
PLANNING DIRECTIONS INC quarter portfolio value change:
-3.05%
quarter
Schwab U.S. Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.26% | 23 shares | -10K | $37.8 | 8.97K |
| Q2 2022 | share | Decrease | -10.67% | -1.07K shares | -126K | $38.99 | 8.95K |
| Q1 2022 | share | Decrease | -15.72% | -1.87K shares | -134K | $47.36 | 10.02K |
| Q4 2021 | share | Increase | +1.33% | 78 shares | 21K | $102.53 | 5.94K |
| Q3 2021 | share | Increase | +5.71% | 317 shares | 9K | $100.1 | 5.87K |
| Q2 2021 | share | Decrease | -3.99% | -231 shares | 2K | $103.88 | 5.55K |
| Q1 2021 | share | Increase | +0.17% | 10 shares | 63K | $99.17 | 5.78K |
| Q4 2020 | share | Decrease | -16.66% | -1.15K shares | 41K | $88.35 | 5.77K |
| Q3 2020 | share | Decrease | -16.60% | -1.37K shares | -70K | $67.59 | 6.92K |
| Q2 2020 | share | Increase | 0.00% | 8.30K shares | 543K | $64.37 | 8.30K |