BDO WEALTH ADVISORS, LLC – Schwab U.S. Aggregate Bond ETF Transaction History
BDO WEALTH ADVISORS, LLC portfolio value:
$385,000
portfolio value
BDO WEALTH ADVISORS, LLC quarter portfolio value change:
-5.35%
quarter
Schwab U.S. Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 0 | $45.31 | 8.05K | |
| Q2 2022 | share | 0.00% | 0 shares | -22K | $47.87 | 8.05K | |
| Q1 2022 | share | 0.00% | 0 shares | -27K | $50.57 | 8.05K | |
| Q4 2021 | share | Decrease | -12.97% | -1.2K shares | -68K | $53.88 | 8.05K |
| Q3 2021 | share | 0.00% | 0 shares | -3K | $53.98 | 9.25K | |
| Q2 2021 | share | Decrease | -0.80% | -75 shares | 2K | $54.03 | 9.25K |
| Q1 2021 | share | Increase | +0.81% | 75 shares | -15K | $53.1 | 9.32K |
| Q4 2020 | share | 0.00% | 0 shares | -1K | $54.94 | 9.25K | |
| Q3 2020 | share | 0.00% | 0 shares | -1K | $54.57 | 9.25K | |
| Q2 2020 | share | 0.00% | 0 shares | 18K | $54.41 | 9.25K | |
| Q1 2020 | share | Decrease | -7.50% | -750 shares | -32K | $52.17 | 9.25K |
| Q4 2019 | share | 0.00% | 0 shares | -5K | $51.13 | 10K | |
| Q3 2019 | share | 0.00% | 0 shares | 9K | $51.07 | 10K | |
| Q2 2019 | share | 0.00% | 0 shares | 11K | $49.92 | 10K | |
| Q1 2019 | share | 0.00% | 0 shares | 13K | $48.5 | 10K | |
| Q4 2018 | share | Increase | 0.00% | 10K shares | 506K | $47.06 | 10K |