PDS PLANNING, INC – Schwab U.S. Broad Market ETF Transaction History
PDS PLANNING, INC portfolio value:
$269,000
portfolio value
PDS PLANNING, INC quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.05% | 3 shares | -13K | $41.99 | 6.39K |
| Q2 2022 | share | Increase | +28.89% | 1.43K shares | 17K | $44.19 | 6.39K |
| Q1 2022 | share | Increase | +0.04% | 2 shares | -15K | $53.39 | 4.96K |
| Q4 2021 | share | Decrease | -0.76% | -19 shares | 21K | $113.36 | 2.47K |
| Q3 2021 | share | Increase | +0.08% | 2 shares | -1K | $103.86 | 2.49K |
| Q2 2021 | share | Increase | +0.04% | 1 shares | 19K | $103.94 | 2.49K |
| Q1 2021 | share | Increase | +0.04% | 1 shares | 14K | $96.11 | 2.49K |
| Q4 2020 | share | Increase | 0.00% | 2.49K shares | 227K | $90.16 | 2.49K |
| Q2 2020 | share | Decrease | -100.00% | -7.14K shares | -432K | $72.04 | 0 |
| Q1 2020 | share | Increase | 0.00% | 7.14K shares | 432K | $59.01 | 7.14K |