AVIDIAN WEALTH SOLUTIONS, LLC – Schwab U.S. Small-Cap ETF Transaction History
AVIDIAN WEALTH SOLUTIONS, LLC portfolio value:
$469,000
portfolio value
AVIDIAN WEALTH SOLUTIONS, LLC quarter portfolio value change:
-3.05%
quarter
Schwab U.S. Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -52.55% | -13.74K shares | -551K | $37.8 | 12.41K |
| Q2 2022 | share | Decrease | -38.60% | -16.44K shares | -998K | $38.99 | 26.15K |
| Q1 2022 | share | Increase | +10.69% | 4.11K shares | 47K | $47.36 | 42.60K |
| Q4 2021 | share | Increase | 0.00% | 38.49K shares | 1.97M | $102.53 | 38.49K |
| Q2 2021 | share | Decrease | -100.00% | -39.43K shares | -3.93M | $103.88 | 0 |
| Q1 2021 | share | Increase | 0.00% | 78.86K shares | 3.93M | $99.17 | 78.86K |
| Q4 2020 | share | Increase | 0.00% | 75.01K shares | 3.33M | $88.35 | 75.01K |