PHYSICIAN WEALTH ADVISORS, INC. – Schwab U.S. Small-Cap ETF Transaction History
PHYSICIAN WEALTH ADVISORS, INC. portfolio value:
$412,000
portfolio value
PHYSICIAN WEALTH ADVISORS, INC. quarter portfolio value change:
-3.05%
quarter
Schwab U.S. Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +8.78% | 828 shares | 6K | $37.8 | 10.25K |
| Q2 2022 | share | Decrease | -88.95% | -75.89K shares | -3.43M | $38.99 | 9.43K |
| Q1 2022 | share | Decrease | -16.98% | -17.45K shares | -1.28M | $47.36 | 85.32K |
| Q4 2021 | share | Increase | +7.69% | 3.66K shares | 200K | $102.53 | 51.38K |
| Q3 2021 | share | Increase | +6.17% | 2.77K shares | 435K | $100.1 | 47.72K |
| Q2 2021 | share | Increase | +12.99% | 5.16K shares | 451K | $103.88 | 44.94K |
| Q1 2021 | share | Increase | +5.10% | 1.93K shares | 286K | $99.17 | 39.78K |
| Q4 2020 | share | Increase | +445.60% | 30.91K shares | 3.26M | $88.35 | 37.84K |
| Q3 2020 | share | 0.00% | 0 shares | -5K | $67.59 | 6.93K | |
| Q2 2020 | share | Decrease | -4.08% | -295 shares | 107K | $64.37 | 6.93K |
| Q1 2020 | share | Decrease | -28.10% | -2.82K shares | -372K | $50.66 | 7.23K |
| Q4 2019 | share | Increase | +0.58% | 58 shares | 24K | $74.03 | 10.05K |
| Q3 2019 | share | Increase | 0.00% | 10K shares | 739K | $67.9 | 10K |