BOURGEON CAPITAL MANAGEMENT LLC – Schwab U.S. Aggregate Bond ETF Transaction History
BOURGEON CAPITAL MANAGEMENT LLC portfolio value:
$14,000
portfolio value
BOURGEON CAPITAL MANAGEMENT LLC quarter portfolio value change:
-5.35%
quarter
Schwab U.S. Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 0 | $45.31 | 300 | |
| Q2 2022 | share | 0.00% | 0 shares | -1K | $47.87 | 300 | |
| Q1 2022 | share | 0.00% | 0 shares | -1K | $50.57 | 300 | |
| Q4 2021 | share | 0.00% | 0 shares | 0 | $53.88 | 300 | |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $53.98 | 300 | |
| Q2 2021 | share | 0.00% | 0 shares | 0 | $54.03 | 300 | |
| Q1 2021 | share | 0.00% | 0 shares | -1K | $53.1 | 300 | |
| Q4 2020 | share | 0.00% | 0 shares | 0 | $54.94 | 300 | |
| Q3 2020 | share | 0.00% | 0 shares | 0 | $54.57 | 300 | |
| Q2 2020 | share | 0.00% | 0 shares | 1K | $54.41 | 300 | |
| Q1 2020 | share | 0.00% | 0 shares | 0 | $52.17 | 300 | |
| Q4 2019 | share | 0.00% | 0 shares | 0 | $51.13 | 300 | |
| Q3 2019 | share | Increase | 0.00% | 300 shares | 16K | $51.07 | 300 |