PHYSICIAN WEALTH ADVISORS, INC. – Schwab U.S. Broad Market ETF Transaction History
PHYSICIAN WEALTH ADVISORS, INC. portfolio value:
$304,000
portfolio value
PHYSICIAN WEALTH ADVISORS, INC. 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 | 0.00% | 0 shares | -27K | $41.99 | 6.85K | |
| Q2 2022 | share | Increase | +0.88% | 60 shares | -13K | $44.19 | 6.85K |
| Q1 2022 | share | Decrease | -35.36% | -3.71K shares | -237K | $53.39 | 6.79K |
| Q4 2021 | share | Increase | +0.61% | 32 shares | 17K | $113.36 | 5.25K |
| Q3 2021 | share | Decrease | -1.73% | -92 shares | 4K | $103.86 | 5.22K |
| Q2 2021 | share | 0.00% | 0 shares | 33K | $103.94 | 5.31K | |
| Q1 2021 | share | Decrease | -0.56% | -30 shares | 13K | $96.11 | 5.31K |
| Q4 2020 | share | Decrease | -15.55% | -985 shares | 14K | $90.16 | 5.34K |
| Q3 2020 | share | Decrease | -8.14% | -561 shares | -51K | $78.59 | 6.33K |
| Q2 2020 | share | Increase | +11.12% | 690 shares | 145K | $72.04 | 6.89K |
| Q1 2020 | share | Decrease | -41.40% | -4.38K shares | -423K | $59.01 | 6.20K |
| Q4 2019 | share | Decrease | -21.62% | -2.92K shares | -185K | $74.64 | 10.58K |
| Q3 2019 | share | Increase | 0.00% | 13.50K shares | 1.01M | $68.53 | 13.50K |