STONEGATE INVESTMENT GROUP, LLC – Schwab U.S. Broad Market ETF Transaction History
STONEGATE INVESTMENT GROUP, LLC portfolio value:
$550,000
portfolio value
STONEGATE INVESTMENT GROUP, LLC quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.52% | -338 shares | -43K | $41.99 | 13.08K |
| Q2 2022 | share | Increase | +0.95% | 126 shares | -117K | $44.19 | 13.42K |
| Q1 2022 | share | Decrease | -0.63% | -84 shares | -46K | $53.39 | 13.3K |
| Q4 2021 | share | Increase | 0.00% | 13.38K shares | 756K | $113.36 | 13.38K |