PHYSICIAN WEALTH ADVISORS, INC. – Schwab U.S. Large-Cap ETF Transaction History
PHYSICIAN WEALTH ADVISORS, INC. portfolio value:
$511,000
portfolio value
PHYSICIAN WEALTH ADVISORS, INC. quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.52% | 171 shares | -36K | $42.35 | 11.41K |
| Q2 2022 | share | Increase | +1.31% | 145 shares | -19K | $44.66 | 11.24K |
| Q1 2022 | share | Decrease | -4.41% | -512 shares | -81K | $53.85 | 11.10K |
| Q4 2021 | share | Decrease | -1.06% | -62 shares | 12K | $114.22 | 5.80K |
| Q3 2021 | share | Decrease | -5.99% | -374 shares | -25K | $104.03 | 5.86K |
| Q2 2021 | share | Decrease | -49.37% | -6.08K shares | -555K | $103.64 | 6.24K |
| Q1 2021 | share | Decrease | -25.12% | -4.13K shares | -359K | $95.42 | 12.33K |
| Q4 2020 | share | Decrease | -2.66% | -450 shares | 227K | $90.1 | 16.46K |
| Q3 2020 | share | Decrease | -0.34% | -57 shares | -21K | $79.55 | 16.91K |
| Q2 2020 | share | Decrease | -1.10% | -188 shares | 228K | $72.65 | 16.97K |
| Q1 2020 | share | Decrease | -34.29% | -8.95K shares | -906K | $59.81 | 17.16K |
| Q4 2019 | share | Increase | +0.05% | 14 shares | 89K | $74.57 | 26.11K |
| Q3 2019 | share | Increase | 0.00% | 26.10K shares | 1.95M | $68.44 | 26.10K |