BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. – Schwab U.S. Dividend Equity ETF Transaction History
BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. portfolio value:
$879,000
portfolio value
BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. 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 | +96.02% | 3.01K shares | 655K | $66.43 | 6.15K |
| Q2 2022 | share | Increase | 0.00% | 3.14K shares | 224K | $71.63 | 3.14K |
| Q1 2022 | share | Decrease | -100.00% | -3.35K shares | -271K | $78.89 | 0 |
| Q4 2021 | share | Increase | 0.00% | 1.44K shares | 271 | $80.71 | 1.44K |