BRIDGEWATER ADVISORS INC. – Schwab U.S. Broad Market ETF Transaction History
BRIDGEWATER ADVISORS INC. portfolio value:
$515,000
portfolio value
BRIDGEWATER ADVISORS INC. 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 | Decrease | -4.83% | -623 shares | -55K | $41.99 | 12.26K |
| Q2 2022 | share | Decrease | -0.39% | -51 shares | -121K | $44.19 | 12.88K |
| Q1 2022 | share | Increase | +14.47% | 1.63K shares | 52K | $53.39 | 12.94K |
| Q4 2021 | share | Increase | +0.12% | 7 shares | 53K | $113.36 | 5.65K |
| Q3 2021 | share | Decrease | -3.70% | -217 shares | -25K | $103.86 | 5.64K |
| Q2 2021 | share | Increase | +76.78% | 2.54K shares | 286K | $103.94 | 5.86K |
| Q1 2021 | share | Increase | 0.00% | 3.31K shares | 325K | $96.11 | 3.31K |