MEANS INVESTMENT CO., INC. – Schwab U.S. Large-Cap ETF Transaction History
MEANS INVESTMENT CO., INC. portfolio value:
$368,000
portfolio value
MEANS INVESTMENT CO., INC. quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -21K | $42.35 | 8.7K | |
| Q2 2022 | share | Decrease | -13.00% | -1.3K shares | -150K | $44.66 | 8.7K |
| Q1 2022 | share | 0.00% | 0 shares | -30K | $53.85 | 10K | |
| Q4 2021 | share | 0.00% | 0 shares | 49K | $114.22 | 5K | |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $104.03 | 5K | |
| Q2 2021 | share | 0.00% | 0 shares | 40K | $103.64 | 5K | |
| Q1 2021 | share | 0.00% | 0 shares | 1K | $95.42 | 5K | |
| Q4 2020 | share | 0.00% | 0 shares | 56K | $90.1 | 5K | |
| Q3 2020 | share | 0.00% | 0 shares | 23K | $79.55 | 5K | |
| Q2 2020 | share | 0.00% | 0 shares | 68K | $72.65 | 5K | |
| Q1 2020 | share | 0.00% | 0 shares | -64K | $59.81 | 5K | |
| Q4 2019 | share | 0.00% | 0 shares | 29K | $74.57 | 5K | |
| Q3 2019 | share | 0.00% | 0 shares | 11K | $68.44 | 5K | |
| Q2 2019 | share | Decrease | -8.46% | -462 shares | -13K | $67.41 | 5K |
| Q1 2019 | share | 0.00% | 0 shares | 43K | $64.64 | 5.46K | |
| Q4 2018 | share | Increase | 0.00% | 5.46K shares | 326K | $56.83 | 5.46K |