DOUGHERTY WEALTH ADVISERS LLC – Schwab Fundamental U.S. Broad Market Index ETF Transaction History
DOUGHERTY WEALTH ADVISERS LLC portfolio value:
$18,000
portfolio value
DOUGHERTY WEALTH ADVISERS LLC quarter portfolio value change:
-6.17%
quarter
Schwab Fundamental U.S. Broad Market Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -1K | $47.13 | 381 | |
| Q2 2022 | share | 0.00% | 0 shares | -3K | $50.23 | 381 | |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $57.75 | 381 | |
| Q4 2021 | share | 0.00% | 0 shares | 2K | $58.02 | 381 | |
| Q3 2021 | share | Increase | 0.00% | 381 shares | 20K | $53.56 | 381 |