PHYSICIAN WEALTH ADVISORS, INC. – Schwab U.S. Dividend Equity ETF Transaction History
PHYSICIAN WEALTH ADVISORS, INC. portfolio value:
$2.17M
portfolio value
PHYSICIAN WEALTH ADVISORS, INC. quarter portfolio value change:
-7.26%
quarter
Schwab U.S. Dividend Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +10.02% | 2.82K shares | 67K | $66.43 | 31.06K |
| Q2 2022 | share | Increase | +2.03% | 561 shares | -78K | $71.63 | 28.23K |
| Q1 2022 | share | Increase | +8.10% | 2.07K shares | 91K | $78.89 | 27.67K |
| Q4 2021 | share | Increase | +3.26% | 809 shares | 181K | $80.71 | 25.59K |
| Q3 2021 | share | Increase | +12.35% | 2.72K shares | 249K | $74.24 | 24.78K |
| Q2 2021 | share | Increase | +45.46% | 6.89K shares | 534K | $75.03 | 22.06K |
| Q1 2021 | share | Increase | +19.71% | 2.49K shares | 274K | $71.83 | 15.16K |
| Q4 2020 | share | Increase | 0.00% | 12.67K shares | 852K | $62.74 | 12.67K |
| Q1 2020 | share | Decrease | -100.00% | -8.13K shares | -475K | $42.78 | 0 |
| Q4 2019 | share | 0.00% | 0 shares | 12K | $54.52 | 8.13K | |
| Q3 2019 | share | Increase | 0.00% | 8.13K shares | 463K | $51.15 | 8.13K |