MCDONALD PARTNERS LLC – Schwab U.S. Large-Cap ETF Transaction History
MCDONALD PARTNERS LLC portfolio value:
$325,000
portfolio value
MCDONALD PARTNERS LLC 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 | Decrease | -7.76% | -645 shares | -46K | $42.35 | 7.66K |
| Q2 2022 | share | Decrease | -2.35% | -200 shares | -87K | $44.66 | 8.31K |
| Q1 2022 | share | Increase | 0.00% | 8.51K shares | 458K | $53.85 | 8.51K |