FOUNDERS FINANCIAL SECURITIES LLC – Schwab U.S. Dividend Equity ETF Transaction History
FOUNDERS FINANCIAL SECURITIES LLC portfolio value:
$4.12M
portfolio value
FOUNDERS FINANCIAL SECURITIES 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 | Increase | +21.07% | 10.80K shares | 451K | $66.43 | 62.09K |
| Q2 2022 | share | Increase | +14.31% | 6.41K shares | 134K | $71.63 | 51.29K |
| Q1 2022 | share | Increase | +16.56% | 6.37K shares | 428K | $78.89 | 44.87K |
| Q4 2021 | share | Decrease | -14.24% | -6.39K shares | -221K | $80.71 | 38.49K |
| Q3 2021 | share | Increase | +55.18% | 15.96K shares | 1.14M | $74.24 | 44.89K |
| Q2 2021 | share | Increase | +605.54% | 24.82K shares | 1.88M | $75.03 | 28.92K |
| Q1 2021 | share | Increase | 0.00% | 4.1K shares | 299K | $71.83 | 4.1K |