WALKNER CONDON FINANCIAL ADVISORS LLC – Schwab U.S. Small-Cap ETF Transaction History
WALKNER CONDON FINANCIAL ADVISORS LLC portfolio value:
$484,000
portfolio value
WALKNER CONDON FINANCIAL ADVISORS LLC 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 | +3.80% | 468 shares | 3K | $37.8 | 12.79K |
Q2 2022 | share | Increase | +0.01% | 1 shares | -103K | $38.99 | 12.32K |
Q1 2022 | share | Decrease | -39.14% | -7.92K shares | -453K | $47.36 | 12.32K |
Q4 2021 | share | Increase | 0.00% | 10.12K shares | 1.03M | $102.53 | 10.12K |
Q2 2021 | share | Decrease | -100.00% | -9.99K shares | -996K | $103.88 | 0 |
Q1 2021 | share | Increase | +2.72% | 265 shares | 130K | $99.17 | 9.99K |
Q4 2020 | share | Increase | +39.95% | 2.77K shares | 391K | $88.35 | 9.72K |
Q3 2020 | share | Increase | 0.00% | 6.95K shares | 475K | $67.59 | 6.95K |