BARD FINANCIAL SERVICES, INC. – Schwab U.S. Dividend Equity ETF Transaction History
BARD FINANCIAL SERVICES, INC. portfolio value:
$40.23M
portfolio value
BARD FINANCIAL SERVICES, INC. quarter portfolio value change:
-7.26%
quarter
Schwab U.S. Dividend Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +11.96% | 64.69K shares | 1.48M | $66.43 | 605.67K |
| Q2 2022 | share | Increase | +11.94% | 57.71K shares | 626K | $71.63 | 540.97K |
| Q1 2022 | share | Increase | +6.19% | 28.16K shares | 1.33M | $78.89 | 483.26K |
| Q4 2021 | share | Increase | +1.19% | 5.35K shares | 3.39M | $80.71 | 455.09K |
| Q3 2021 | share | Increase | +0.50% | 2.25K shares | -450K | $74.24 | 449.73K |
| Q2 2021 | share | Increase | +2.82% | 12.27K shares | 2.10M | $75.03 | 447.47K |
| Q1 2021 | share | Increase | +4.92% | 20.39K shares | 5.12M | $71.83 | 435.20K |
| Q4 2020 | share | Increase | 0.00% | 414.80K shares | 26.60M | $62.74 | 414.80K |