BERGER FINANCIAL GROUP, INC – Schwab U.S. Large-Cap Value ETF Transaction History
BERGER FINANCIAL GROUP, INC portfolio value:
$507,000
portfolio value
BERGER FINANCIAL GROUP, INC quarter portfolio value change:
-6.26%
quarter
Schwab U.S. Large-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.70% | 145 shares | -25K | $58.51 | 8.66K |
| Q2 2022 | share | Increase | +12.12% | 921 shares | -10K | $62.42 | 8.51K |
| Q1 2022 | share | Increase | +21.22% | 1.33K shares | 83K | $71.39 | 7.59K |
| Q4 2021 | share | 0.00% | 0 shares | 36K | $73.15 | 6.26K | |
| Q3 2021 | share | Increase | 0.00% | 6.26K shares | 423K | $67.48 | 6.26K |
| Q2 2021 | share | Decrease | -100.00% | -3.42K shares | -224K | $68.01 | 0 |
| Q1 2021 | share | Decrease | -8.34% | -312 shares | 1K | $64.61 | 3.42K |
| Q4 2020 | share | Increase | 0.00% | 3.73K shares | 223K | $58.65 | 3.73K |