AURORA PRIVATE WEALTH, INC. – Schwab U.S. Broad Market ETF Transaction History
AURORA PRIVATE WEALTH, INC. portfolio value:
$8.95M
portfolio value
AURORA PRIVATE WEALTH, 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 | Increase | +7.86% | 15.53K shares | 218K | $41.99 | 213.23K |
| Q2 2022 | share | Increase | +0.16% | 317 shares | -1.80M | $44.19 | 197.69K |
| Q1 2022 | share | Increase | +2.31% | 4.45K shares | -363K | $53.39 | 197.37K |
| Q4 2021 | share | Increase | +2.17% | 2.04K shares | 1.09M | $113.36 | 96.46K |
| Q3 2021 | share | Increase | +6.34% | 5.62K shares | 548K | $103.86 | 94.41K |
| Q2 2021 | share | Increase | +10.26% | 8.26K shares | 1.47M | $103.94 | 88.79K |
| Q1 2021 | share | Increase | +6.15% | 4.66K shares | 886K | $96.11 | 80.52K |
| Q4 2020 | share | Increase | +7.29% | 5.15K shares | 1.27M | $90.16 | 75.85K |
| Q3 2020 | share | Increase | +7.20% | 4.74K shares | 785K | $78.59 | 70.70K |
| Q2 2020 | share | Decrease | -38.70% | -41.64K shares | -1.65M | $72.04 | 65.95K |
| Q1 2020 | share | Increase | +45.60% | 33.69K shares | 820K | $59.01 | 107.59K |
| Q4 2019 | share | Increase | 0.00% | 73.90K shares | 5.68M | $74.64 | 73.90K |