LAKE STREET ADVISORS GROUP, LLC – Schwab U.S. Broad Market ETF Transaction History
LAKE STREET ADVISORS GROUP, LLC portfolio value:
$1.50M
portfolio value
LAKE STREET ADVISORS GROUP, 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 | Increase | +0.43% | 155 shares | -72K | $41.99 | 35.85K |
| Q2 2022 | share | Increase | +0.39% | 139 shares | -321K | $44.19 | 35.7K |
| Q1 2022 | share | Increase | +0.28% | 101 shares | -105K | $53.39 | 35.56K |
| Q4 2021 | share | Increase | +0.38% | 67 shares | 169K | $113.36 | 17.73K |
| Q3 2021 | share | Increase | 0.00% | 17.66K shares | 1.83M | $103.86 | 17.66K |