AURORA PRIVATE WEALTH, INC. – Schwab U.S. Large-Cap ETF Transaction History
AURORA PRIVATE WEALTH, INC. portfolio value:
$770,000
portfolio value
AURORA PRIVATE WEALTH, 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 | +0.33% | 59 shares | -40K | $42.35 | 18.18K |
Q2 2022 | share | Decrease | -4.24% | -802 shares | -209K | $44.66 | 18.12K |
Q1 2022 | share | Decrease | -0.58% | -110 shares | -65K | $53.85 | 18.93K |
Q4 2021 | share | Increase | +0.64% | 61 shares | 100K | $114.22 | 9.52K |
Q3 2021 | share | Increase | +1.50% | 140 shares | 15K | $104.03 | 9.45K |
Q2 2021 | share | Decrease | -2.55% | -244 shares | 51K | $103.64 | 9.31K |
Q1 2021 | share | Decrease | -7.51% | -776 shares | -22K | $95.42 | 9.56K |
Q4 2020 | share | Decrease | -0.59% | -61 shares | 101K | $90.1 | 10.33K |
Q3 2020 | share | Decrease | -0.65% | -68 shares | 63K | $79.55 | 10.4K |
Q2 2020 | share | Decrease | -44.94% | -8.54K shares | -388K | $72.65 | 10.46K |
Q1 2020 | share | Increase | +69.76% | 7.81K shares | 304K | $59.81 | 19.01K |
Q4 2019 | share | Increase | 0.00% | 11.19K shares | 860K | $74.57 | 11.19K |