LEE FINANCIAL CO – Schwab Fundamental U.S. Large Company Index ETF Transaction History
LEE FINANCIAL CO portfolio value:
$36.33M
portfolio value
LEE FINANCIAL CO quarter portfolio value change:
-6.17%
quarter
Schwab Fundamental U.S. Large Company Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.36% | 10.17K shares | -1.87M | $47.76 | 760.67K |
| Q2 2022 | share | Increase | +27.93% | 163.84K shares | 3.88M | $50.9 | 750.50K |
| Q1 2022 | share | Increase | +12.69% | 66.07K shares | 3.80M | $58.5 | 586.66K |
| Q4 2021 | share | Increase | +7.38% | 35.79K shares | 4.35M | $58.61 | 520.58K |
| Q3 2021 | share | Increase | +89.07% | 228.39K shares | 12.12M | $53.95 | 484.79K |
| Q2 2021 | share | Increase | +402.13% | 205.34K shares | 11.39M | $54.47 | 256.40K |
| Q1 2021 | share | Increase | +425433.33% | 51.05K shares | 2.63M | $51.22 | 51.06K |
| Q4 2020 | share | Increase | 0.00% | 12 shares | 1K | $44.71 | 12 |