SMITH, SALLEY & ASSOCIATES – Schwab U.S. Broad Market ETF Transaction History
SMITH, SALLEY & ASSOCIATES portfolio value:
$823,000
portfolio value
SMITH, SALLEY & ASSOCIATES 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 | -43K | $41.99 | 19.59K | |
Q2 2022 | share | 0.00% | 0 shares | -180K | $44.19 | 19.59K | |
Q1 2022 | share | Decrease | -0.03% | -5 shares | -61K | $53.39 | 19.59K |
Q4 2021 | share | 0.00% | 0 shares | 89K | $113.36 | 9.79K | |
Q3 2021 | share | 0.00% | 0 shares | -4K | $103.86 | 9.79K | |
Q2 2021 | share | 0.00% | 0 shares | 74K | $103.94 | 9.79K | |
Q1 2021 | share | 0.00% | 0 shares | 56K | $96.11 | 9.79K | |
Q4 2020 | share | Increase | +91.91% | 4.69K shares | 485K | $90.16 | 9.79K |
Q3 2020 | share | 0.00% | 0 shares | 32K | $78.59 | 5.10K | |
Q2 2020 | share | 0.00% | 0 shares | 66K | $72.04 | 5.10K | |
Q1 2020 | share | 0.00% | 0 shares | -84K | $59.01 | 5.10K | |
Q4 2019 | share | 0.00% | 0 shares | 30K | $74.64 | 5.10K | |
Q3 2019 | share | 0.00% | 0 shares | 3K | $68.53 | 5.10K | |
Q2 2019 | share | Increase | 0.00% | 5.10K shares | 360K | $67.74 | 5.10K |