BURT WEALTH ADVISORS – Schwab U.S. Broad Market ETF Transaction History
BURT WEALTH ADVISORS portfolio value:
$236,000
portfolio value
BURT WEALTH 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 | -12K | $41.99 | 5.61K | |
| Q2 2022 | share | 0.00% | 0 shares | -52K | $44.19 | 5.61K | |
| Q1 2022 | share | 0.00% | 0 shares | -17K | $53.39 | 5.61K | |
| Q4 2021 | share | Increase | +101.51% | 2.82K shares | 28K | $113.36 | 5.61K |
| Q3 2021 | share | Increase | +100.00% | 2.78K shares | -1K | $103.86 | 5.56K |
| Q2 2021 | share | Increase | +100.00% | 2.78K shares | 21K | $103.94 | 5.56K |
| Q1 2021 | share | Increase | +100.00% | 2.78K shares | 16K | $96.11 | 5.56K |
| Q4 2020 | share | Increase | +100.00% | 2.78K shares | 31K | $90.16 | 5.56K |
| Q3 2020 | share | Increase | +100.00% | 2.78K shares | 17K | $78.59 | 5.56K |
| Q2 2020 | share | Increase | +100.00% | 2.78K shares | 37K | $72.04 | 5.56K |
| Q1 2020 | share | Increase | +100.00% | 2.78K shares | -46K | $59.01 | 5.56K |
| Q4 2019 | share | Increase | +100.00% | 2.78K shares | 16K | $74.64 | 5.56K |
| Q3 2019 | share | Increase | +100.00% | 2.78K shares | 2K | $68.53 | 5.56K |
| Q2 2019 | share | Increase | +100.00% | 2.78K shares | 7K | $67.74 | 5.56K |
| Q1 2019 | share | Increase | +100.00% | 2.78K shares | 22K | $65.07 | 5.56K |
| Q4 2018 | share | Increase | +100.00% | 2.78K shares | -29K | $57.07 | 5.56K |
| Q3 2018 | share | Increase | +116.32% | 2.99K shares | 26K | $66.69 | 5.56K |
| Q2 2018 | share | Increase | +100.00% | 2.57K shares | 6K | $62.24 | 5.14K |
| Q1 2018 | share | Increase | +100.00% | 2.57K shares | -2K | $59.91 | 5.14K |
| Q4 2017 | share | Increase | +100.00% | 2.57K shares | 9K | $60.35 | 5.14K |
| Q3 2017 | share | Increase | +86.12% | 2.38K shares | -4K | $56.7 | 5.14K |
| Q2 2017 | share | Increase | +114.92% | 2.95K shares | 14K | $54.19 | 5.53K |
| Q1 2017 | share | Increase | +45.38% | 1.60K shares | -45K | $52.66 | 5.14K |
| Q4 2016 | share | Increase | +100.91% | 3.55K shares | 8K | $49.8 | 7.08K |
| Q3 2016 | share | Increase | +100.80% | 3.53K shares | 8K | $47.78 | 7.05K |
| Q2 2016 | share | Increase | +100.51% | 3.52K shares | 3K | $45.78 | 7.02K |
| Q1 2016 | share | Increase | +101.32% | 3.52K shares | 3K | $44.64 | 7.00K |