YORKBRIDGE WEALTH PARTNERS, LLC – Schwab U.S. Mid-Cap ETF Transaction History
YORKBRIDGE WEALTH PARTNERS, LLC portfolio value:
$2.01M
portfolio value
YORKBRIDGE WEALTH PARTNERS, LLC quarter portfolio value change:
-3.51%
quarter
Schwab U.S. Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +9.53% | 2.89K shares | 108K | $60.53 | 33.29K |
| Q2 2022 | share | Increase | +0.43% | 131 shares | -389K | $62.73 | 30.39K |
| Q1 2022 | share | Increase | +3.75% | 1.09K shares | -50K | $75.86 | 30.26K |
| Q4 2021 | share | Decrease | -43.03% | -22.03K shares | -1.58M | $80.5 | 29.17K |
| Q3 2021 | share | Increase | +5.30% | 2.57K shares | 120K | $76.66 | 51.20K |
| Q2 2021 | share | Increase | +3.42% | 1.60K shares | 306K | $77.99 | 48.63K |
| Q1 2021 | share | Increase | +1.05% | 490 shares | 327K | $73.97 | 47.02K |
| Q4 2020 | share | Increase | +7.52% | 3.25K shares | 772K | $67.69 | 46.53K |
| Q3 2020 | share | Increase | +3.03% | 1.27K shares | 191K | $54.81 | 43.28K |
| Q2 2020 | share | Increase | +23.27% | 7.93K shares | 773K | $51.79 | 42.00K |
| Q1 2020 | share | Decrease | -1.63% | -566 shares | -647K | $41.36 | 34.07K |
| Q4 2019 | share | Increase | +4.22% | 1.40K shares | 205K | $58.73 | 34.64K |
| Q3 2019 | share | Increase | +16.76% | 4.77K shares | 254K | $54.92 | 33.24K |
| Q2 2019 | share | Increase | +4.63% | 1.26K shares | 118K | $55.23 | 28.47K |
| Q1 2019 | share | Decrease | -6.15% | -1.78K shares | 117K | $53.4 | 27.20K |
| Q4 2018 | share | Increase | 0.00% | 28.99K shares | 1.39M | $46.07 | 28.99K |