ACORN FINANCIAL ADVISORY SERVICES INC /ADV – Schwab U.S. Broad Market ETF Transaction History
ACORN FINANCIAL ADVISORY SERVICES INC /ADV portfolio value:
$1.02M
portfolio value
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 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 | +12.47% | 2.71K shares | 63K | $41.99 | 24.44K |
| Q2 2022 | share | Increase | +0.60% | 130 shares | -191K | $44.19 | 21.73K |
| Q1 2022 | share | Increase | +4.25% | 881 shares | -18K | $53.39 | 21.60K |
| Q4 2021 | share | Increase | +100.52% | 10.39K shares | 96K | $113.36 | 20.72K |
| Q3 2021 | share | Increase | +99.50% | 10.31K shares | -7K | $103.86 | 20.67K |
| Q2 2021 | share | Increase | 0.00% | 20.72K shares | 1.08M | $103.94 | 20.72K |
| Q1 2021 | share | Decrease | -100.00% | -11.38K shares | -1.03M | $96.11 | 0 |
| Q4 2020 | share | Increase | +100.12% | 11.39K shares | 129K | $90.16 | 22.76K |
| Q3 2020 | share | Increase | +71.48% | 9.48K shares | -66K | $78.59 | 22.75K |
| Q2 2020 | share | Increase | +88.83% | 12.48K shares | 121K | $72.04 | 26.53K |
| Q1 2020 | share | Increase | +161.09% | 17.34K shares | 23K | $59.01 | 28.10K |
| Q4 2019 | share | Increase | 0.00% | 21.53K shares | 827K | $74.64 | 21.53K |