AVANTAX PLANNING PARTNERS, INC. – Schwab U.S. Small-Cap ETF Transaction History
AVANTAX PLANNING PARTNERS, INC. portfolio value:
$400,000
portfolio value
AVANTAX PLANNING PARTNERS, 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 | Decrease | -6.70% | -760 shares | -42K | $37.8 | 10.58K |
| Q2 2022 | share | Decrease | -4.29% | -508 shares | -119K | $38.99 | 11.34K |
| Q1 2022 | share | Decrease | -3.05% | -373 shares | -65K | $47.36 | 11.85K |
| Q4 2021 | share | Increase | +20.93% | 1.05K shares | 120K | $102.53 | 6.11K |
| Q3 2021 | share | Increase | +0.40% | 20 shares | -19K | $100.1 | 5.05K |
| Q2 2021 | share | Increase | +0.58% | 29 shares | 26K | $103.88 | 5.03K |
| Q1 2021 | share | Decrease | -1.44% | -73 shares | 47K | $99.17 | 5.00K |
| Q4 2020 | share | Increase | 0.00% | 5.08K shares | 452K | $88.35 | 5.08K |
| Q4 2018 | share | Increase | +1463.68% | 23.49K shares | 1.40M | $58.53 | 25.09K |
| Q3 2018 | share | Increase | 0.00% | 1.60K shares | 122K | $73.07 | 1.60K |
| Q2 2018 | share | Decrease | -100.00% | -1.9K shares | -131K | $70.37 | 0 |
| Q1 2018 | share | Increase | 0.00% | 1.9K shares | 131K | $65.97 | 1.9K |
| Q2 2017 | share | Decrease | -100.00% | -17.70K shares | -1.11M | $60.38 | 0 |
| Q1 2017 | share | Decrease | -2.78% | -507 shares | -5K | $59.31 | 17.70K |
| Q4 2016 | share | Increase | 0.00% | 18.21K shares | 1.12M | $57.74 | 18.21K |