EVANSON ASSET MANAGEMENT, LLC – Schwab 1000 Index ETF Transaction History
EVANSON ASSET MANAGEMENT, LLC portfolio value:
$525,000
portfolio value
EVANSON ASSET MANAGEMENT, LLC quarter portfolio value change:
-5.07%
quarter
Schwab 1000 Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.03% | 4 shares | -28K | $34.61 | 15.16K |
| Q2 2022 | share | Increase | +1.05% | 157 shares | -108K | $36.46 | 15.16K |
| Q1 2022 | share | Increase | +0.02% | 3 shares | -38K | $44.03 | 15.00K |
| Q4 2021 | share | Increase | +0.03% | 4 shares | 60K | $46.72 | 15K |
| Q3 2021 | share | Increase | +0.02% | 3 shares | -1K | $42.6 | 14.99K |
| Q2 2021 | share | Increase | 0.00% | 14.99K shares | 640K | $42.53 | 14.99K |