KELLEHER FINANCIAL ADVISORS – Schwab U.S. Small-Cap ETF Transaction History
KELLEHER FINANCIAL ADVISORS portfolio value:
$293,000
portfolio value
KELLEHER FINANCIAL ADVISORS 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 | 0.00% | 0 shares | -9K | $37.8 | 7.76K | |
| Q2 2022 | share | Increase | +14.78% | 1K shares | -18K | $38.99 | 7.76K |
| Q1 2022 | share | Increase | +0.59% | 40 shares | -24K | $47.36 | 6.76K |
| Q4 2021 | share | 0.00% | 0 shares | 8K | $102.53 | 3.36K | |
| Q3 2021 | share | 0.00% | 0 shares | -14K | $100.1 | 3.36K | |
| Q2 2021 | share | Increase | 0.00% | 3.36K shares | 350K | $103.88 | 3.36K |
| Q3 2017 | share | Decrease | -100.00% | -8.13K shares | -520K | $63.81 | 0 |
| Q2 2017 | share | Increase | 0.00% | 8.13K shares | 520K | $60.38 | 8.13K |