EVERMAY WEALTH MANAGEMENT LLC – Schwab U.S. Dividend Equity ETF Transaction History
EVERMAY WEALTH MANAGEMENT LLC portfolio value:
$85,000
portfolio value
EVERMAY WEALTH MANAGEMENT LLC 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 | Decrease | -28.97% | -520 shares | -44K | $66.43 | 1.27K |
| Q2 2022 | share | Increase | +37.55% | 490 shares | 26K | $71.63 | 1.79K |
| Q1 2022 | share | 0.00% | 0 shares | -2K | $78.89 | 1.30K | |
| Q4 2021 | share | Decrease | -2.25% | -30 shares | 4K | $80.71 | 1.30K |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $74.24 | 1.33K | |
| Q2 2021 | share | Increase | 0.00% | 1.33K shares | 101K | $75.03 | 1.33K |
| Q1 2020 | share | Decrease | -100.00% | -3.93K shares | -228K | $42.78 | 0 |
| Q4 2019 | share | Increase | 0.00% | 3.93K shares | 228K | $54.52 | 3.93K |