EVERHART FINANCIAL GROUP, INC. – Schwab 1000 Index ETF Transaction History
EVERHART FINANCIAL GROUP, INC. portfolio value:
$652,000
portfolio value
EVERHART FINANCIAL GROUP, INC. quarter portfolio value change:
-5.07%
quarter
Schwab 1000 Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -35K | $34.61 | 18.83K | |
| Q2 2022 | share | Increase | +22.20% | 3.42K shares | 8K | $36.46 | 18.83K |
| Q1 2022 | share | 0.00% | 0 shares | -39K | $44.03 | 15.41K | |
| Q4 2021 | share | 0.00% | 0 shares | 61K | $46.72 | 15.41K | |
| Q3 2021 | share | Decrease | -0.03% | -5 shares | -1K | $42.6 | 15.41K |
| Q2 2021 | share | Decrease | -19.06% | -3.63K shares | -94K | $42.53 | 15.42K |
| Q1 2021 | share | Decrease | -3.64% | -719 shares | 13K | $39.18 | 19.05K |
| Q4 2020 | share | Increase | 0.00% | 19.77K shares | 739K | $37.05 | 19.77K |