HHM WEALTH ADVISORS, LLC – Schwab U.S. Aggregate Bond ETF Transaction History
HHM WEALTH ADVISORS, LLC portfolio value:
$494,000
portfolio value
HHM 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 | Increase | +5.06% | 525 shares | -3K | $45.31 | 10.89K |
| Q2 2022 | share | Decrease | -15.34% | -1.88K shares | -123K | $47.87 | 10.37K |
| Q1 2022 | share | Decrease | -4.00% | -510 shares | -68K | $50.57 | 12.25K |
| Q4 2021 | share | Decrease | -1.43% | -185 shares | -15K | $53.88 | 12.76K |
| Q3 2021 | share | Increase | +1.73% | 220 shares | 8K | $53.98 | 12.94K |
| Q2 2021 | share | Decrease | -4.03% | -535 shares | -20K | $54.03 | 12.72K |
| Q1 2021 | share | Decrease | -5.01% | -700 shares | -67K | $53.1 | 13.26K |
| Q4 2020 | share | Increase | +0.18% | 25 shares | 0 | $54.94 | 13.96K |
| Q3 2020 | share | Increase | +14.08% | 1.72K shares | 95K | $54.57 | 13.93K |
| Q2 2020 | share | 0.00% | 0 shares | 24K | $54.41 | 12.21K | |
| Q1 2020 | share | Decrease | -26.34% | -4.36K shares | -223K | $52.17 | 12.21K |
| Q4 2019 | share | Decrease | -3.91% | -675 shares | -44K | $51.13 | 16.58K |
| Q3 2019 | share | Decrease | -57.61% | -23.46K shares | -1.22M | $51.07 | 17.26K |
| Q2 2019 | share | Increase | +14.16% | 5.05K shares | 307K | $49.92 | 40.72K |
| Q1 2019 | share | Decrease | -51.99% | -38.62K shares | -1.90M | $48.5 | 35.67K |
| Q4 2018 | share | Increase | 0.00% | 74.29K shares | 3.75M | $47.06 | 74.29K |