EVERHART FINANCIAL GROUP, INC. – Schwab U.S. Mid-Cap ETF Transaction History
EVERHART FINANCIAL GROUP, INC. portfolio value:
$3.47M
portfolio value
EVERHART FINANCIAL GROUP, INC. quarter portfolio value change:
-3.51%
quarter
Schwab U.S. Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.24% | -1.92K shares | -247K | $60.53 | 57.39K |
| Q2 2022 | share | Decrease | -0.55% | -327 shares | -803K | $62.73 | 59.31K |
| Q1 2022 | share | Decrease | -1.15% | -695 shares | -329K | $75.86 | 59.64K |
| Q4 2021 | share | Decrease | -1.93% | -1.18K shares | 137K | $80.5 | 60.33K |
| Q3 2021 | share | Decrease | -0.21% | -130 shares | -110K | $76.66 | 61.52K |
| Q2 2021 | share | Decrease | -5.24% | -3.40K shares | -17K | $77.99 | 61.65K |
| Q1 2021 | share | Decrease | -5.94% | -4.11K shares | 127K | $73.97 | 65.05K |
| Q4 2020 | share | Increase | 0.00% | 69.17K shares | 4.71M | $67.69 | 69.17K |