GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT – Schwab U.S. Broad Market ETF Transaction History
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT portfolio value:
$822,000
portfolio value
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT 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 | Increase | +32.27% | 4.77K shares | 168K | $41.99 | 19.58K |
| Q2 2022 | share | Increase | +34.38% | 3.78K shares | 66K | $44.19 | 14.80K |
| Q1 2022 | share | Increase | +10.76% | 1.07K shares | 26K | $53.39 | 11.01K |
| Q4 2021 | share | Increase | +4.32% | 206 shares | 67K | $113.36 | 4.97K |
| Q3 2021 | share | Increase | +51.56% | 1.62K shares | 167K | $103.86 | 4.76K |
| Q2 2021 | share | Decrease | -19.77% | -775 shares | -51K | $103.94 | 3.14K |
| Q1 2021 | share | Increase | +40.09% | 1.12K shares | 125K | $96.11 | 3.92K |
| Q4 2020 | share | Increase | 0.00% | 2.79K shares | 254K | $90.16 | 2.79K |