CHOATE INVESTMENT ADVISORS – Schwab U.S. Broad Market ETF Transaction History
CHOATE INVESTMENT ADVISORS portfolio value:
$177,000
portfolio value
CHOATE INVESTMENT ADVISORS 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 | 0.00% | 0 shares | -9K | $41.99 | 4.21K | |
| Q2 2022 | share | Increase | +30.50% | 984 shares | 14K | $44.19 | 4.21K |
| Q1 2022 | share | 0.00% | 0 shares | -10K | $53.39 | 3.22K | |
| Q4 2021 | share | 0.00% | 0 shares | 14K | $113.36 | 1.61K | |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $103.86 | 1.61K | |
| Q2 2021 | share | Increase | 0.00% | 1.61K shares | 168K | $103.94 | 1.61K |