SHEPHERD FINANCIAL PARTNERS LLC – Schwab U.S. Broad Market ETF Transaction History
SHEPHERD FINANCIAL PARTNERS LLC portfolio value:
$245,000
portfolio value
SHEPHERD FINANCIAL PARTNERS 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 | 0.00% | 0 shares | -13K | $41.99 | 5.83K | |
| Q2 2022 | share | 0.00% | 0 shares | -54K | $44.19 | 5.83K | |
| Q1 2022 | share | 0.00% | 0 shares | -18K | $53.39 | 5.83K | |
| Q4 2021 | share | 0.00% | 0 shares | 27K | $113.36 | 2.91K | |
| Q3 2021 | share | 0.00% | 0 shares | -1K | $103.86 | 2.91K | |
| Q2 2021 | share | Decrease | -0.31% | -9 shares | 21K | $103.94 | 2.91K |
| Q1 2021 | share | Decrease | -0.10% | -3 shares | 17K | $96.11 | 2.92K |
| Q4 2020 | share | 0.00% | 0 shares | 33K | $90.16 | 2.92K | |
| Q3 2020 | share | Increase | +0.83% | 24 shares | 20K | $78.59 | 2.92K |
| Q2 2020 | share | Increase | 0.00% | 2.90K shares | 213K | $72.04 | 2.90K |
| Q1 2020 | share | Decrease | -100.00% | -2.92K shares | -225K | $59.01 | 0 |
| Q4 2019 | share | Increase | +1.00% | 29 shares | 19K | $74.64 | 2.92K |
| Q3 2019 | share | Decrease | -0.03% | -1 shares | 1K | $68.53 | 2.9K |
| Q2 2019 | share | Increase | 0.00% | 2.90K shares | 205K | $67.74 | 2.90K |