TOWER VIEW INVESTMENT MANAGEMENT & RESEARCH LLC – Schwab U.S. Broad Market ETF Transaction History
TOWER VIEW INVESTMENT MANAGEMENT & RESEARCH LLC portfolio value:
$24,000
portfolio value
TOWER VIEW INVESTMENT MANAGEMENT & RESEARCH 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 | +0.36% | 2 shares | -1K | $41.99 | 565 |
| Q2 2022 | share | Decrease | -17.93% | -123 shares | -12K | $44.19 | 563 |
| Q1 2022 | share | Increase | +0.29% | 2 shares | -2K | $53.39 | 686 |
| Q4 2021 | share | Increase | +0.29% | 1 shares | 4K | $113.36 | 342 |
| Q3 2021 | share | Increase | +0.29% | 1 shares | 0 | $103.86 | 341 |
| Q2 2021 | share | Increase | +0.29% | 1 shares | 2K | $103.94 | 340 |
| Q1 2021 | share | Increase | +0.30% | 1 shares | 2K | $96.11 | 339 |
| Q4 2020 | share | Increase | +0.60% | 2 shares | 4K | $90.16 | 338 |
| Q3 2020 | share | Increase | +0.60% | 2 shares | 2K | $78.59 | 336 |
| Q2 2020 | share | Increase | +0.30% | 1 shares | 5K | $72.04 | 334 |
| Q1 2020 | share | Decrease | -22.74% | -98 shares | -13K | $59.01 | 333 |
| Q4 2019 | share | Increase | +1.17% | 5 shares | 3K | $74.64 | 431 |
| Q3 2019 | share | Increase | +0.47% | 2 shares | 0 | $68.53 | 426 |
| Q2 2019 | share | 0.00% | 0 shares | 1K | $67.74 | 424 | |
| Q1 2019 | share | Increase | +0.47% | 2 shares | 4K | $65.07 | 424 |
| Q4 2018 | share | Increase | +0.96% | 4 shares | -4K | $57.07 | 422 |
| Q3 2018 | share | Increase | +0.48% | 2 shares | 2K | $66.69 | 418 |
| Q2 2018 | share | 0.00% | 0 shares | 0 | $62.24 | 416 | |
| Q1 2018 | share | Increase | +0.24% | 1 shares | 0 | $59.91 | 416 |
| Q4 2017 | share | Increase | 0.00% | 415 shares | 27K | $60.35 | 415 |