SIMON QUICK ADVISORS, LLC – Schwab U.S. Broad Market ETF Transaction History
SIMON QUICK ADVISORS, LLC portfolio value:
$657,000
portfolio value
SIMON QUICK ADVISORS, LLC 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 | -26.74% | -5.71K shares | -382K | $41.99 | 15.64K |
| Q2 2022 | share | Increase | 0.00% | 21.35K shares | 1.03M | $44.19 | 21.35K |
| Q2 2020 | share | Decrease | -100.00% | -7 shares | -1K | $72.04 | 0 |
| Q1 2020 | share | 0.00% | 0 shares | 0 | $59.01 | 7 | |
| Q4 2019 | share | Increase | 0.00% | 7 shares | 1K | $74.64 | 7 |