BOGART WEALTH, LLC – Schwab Fundamental U.S. Large Company Index ETF Transaction History
BOGART WEALTH, LLC portfolio value:
$138,000
portfolio value
BOGART WEALTH, LLC quarter portfolio value change:
-6.17%
quarter
Schwab Fundamental U.S. Large Company Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -99.38% | -464.85K shares | -23.67M | $47.76 | 2.89K |
| Q2 2022 | share | Increase | +454028.16% | 467.64K shares | 23.80M | $50.9 | 467.75K |
| Q1 2022 | share | Decrease | -51.42% | -109 shares | -6K | $58.5 | 103 |
| Q4 2021 | share | Increase | 0.00% | 212 shares | 12K | $58.61 | 212 |
| Q4 2020 | share | Decrease | -100.00% | -198 shares | -7K | $44.71 | 0 |
| Q3 2020 | share | Increase | +0.51% | 1 shares | 0 | $38.04 | 198 |
| Q2 2020 | share | Increase | +1.03% | 2 shares | 1K | $35.87 | 197 |
| Q1 2020 | share | Increase | 0.00% | 195 shares | 6K | $30.3 | 195 |