BSW WEALTH PARTNERS – Schwab U.S. Small-Cap ETF Transaction History
BSW WEALTH PARTNERS portfolio value:
$221,000
portfolio value
BSW WEALTH PARTNERS 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 | Increase | +0.12% | 7 shares | -7K | $37.8 | 5.85K |
| Q2 2022 | share | Increase | +0.14% | 8 shares | -48K | $38.99 | 5.84K |
| Q1 2022 | share | Decrease | -1.32% | -78 shares | -27K | $47.36 | 5.83K |
| Q4 2021 | share | Increase | +0.17% | 5 shares | 7K | $102.53 | 2.95K |
| Q3 2021 | share | Decrease | -3.21% | -98 shares | -22K | $100.1 | 2.95K |
| Q2 2021 | share | Increase | 0.00% | 3.05K shares | 318K | $103.88 | 3.05K |