AVANTAX PLANNING PARTNERS, INC. – Schwab U.S. Broad Market ETF Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$445,000
portfolio value
AVANTAX PLANNING PARTNERS, 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 | Decrease | -7.74% | -889 shares | -62K | $41.99 | 10.59K |
| Q2 2022 | share | Decrease | -14.80% | -1.99K shares | -212K | $44.19 | 11.48K |
| Q1 2022 | share | Increase | +34.99% | 3.49K shares | 155K | $53.39 | 13.47K |
| Q4 2021 | share | Increase | +10.59% | 478 shares | 95K | $113.36 | 4.99K |
| Q3 2021 | share | 0.00% | 0 shares | -2K | $103.86 | 4.51K | |
| Q2 2021 | share | Increase | +0.92% | 41 shares | 39K | $103.94 | 4.51K |
| Q1 2021 | share | Increase | +0.97% | 43 shares | 29K | $96.11 | 4.47K |
| Q4 2020 | share | Increase | 0.00% | 4.42K shares | 403K | $90.16 | 4.42K |
| Q4 2018 | share | Increase | +1.51% | 55 shares | -35K | $57.07 | 3.68K |
| Q3 2018 | share | Decrease | -11.37% | -466 shares | -14K | $66.69 | 3.63K |
| Q2 2018 | share | Decrease | -23.84% | -1.28K shares | -73K | $62.24 | 4.09K |
| Q1 2018 | share | Increase | +33.56% | 1.35K shares | 83K | $59.91 | 5.38K |
| Q4 2017 | share | Increase | +0.72% | 29 shares | 16K | $60.35 | 4.02K |
| Q3 2017 | share | Increase | +0.91% | 36 shares | 12K | $56.7 | 4K |
| Q2 2017 | share | Increase | +2.72% | 105 shares | 12K | $54.19 | 3.96K |
| Q1 2017 | share | Decrease | -66.24% | -7.57K shares | -399K | $52.66 | 3.85K |
| Q4 2016 | share | Increase | 0.00% | 11.43K shares | 619K | $49.8 | 11.43K |