LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA – Schwab U.S. Dividend Equity ETF Transaction History
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA portfolio value:
$330,000
portfolio value
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 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 | 0.00% | 0 shares | -26K | $66.43 | 4.97K | |
| Q2 2022 | share | Increase | 0.00% | 4.97K shares | 356K | $71.63 | 4.97K |