BERGER FINANCIAL GROUP, INC – Schwab U.S. Small-Cap ETF Transaction History
BERGER FINANCIAL GROUP, INC portfolio value:
$7.27M
portfolio value
BERGER FINANCIAL GROUP, INC 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 | +3.78% | 7.00K shares | 44K | $37.8 | 192.49K |
| Q2 2022 | share | Decrease | -0.67% | -1.25K shares | -1.61M | $38.99 | 185.48K |
| Q1 2022 | share | Decrease | -5.24% | -10.32K shares | -1.24M | $47.36 | 186.74K |
| Q4 2021 | share | Increase | +15.81% | 13.45K shares | 1.57M | $102.53 | 98.53K |
| Q3 2021 | share | Increase | +7.87% | 6.20K shares | 300K | $100.1 | 85.08K |
| Q2 2021 | share | Increase | +29.55% | 17.99K shares | 2.14M | $103.88 | 78.87K |
| Q1 2021 | share | Increase | 0.00% | 60.88K shares | 6.06M | $99.17 | 60.88K |