WAVERLY ADVISORS, LLC – Schwab U.S. Dividend Equity ETF Transaction History
WAVERLY ADVISORS, LLC portfolio value:
$461,000
portfolio value
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 | 0.00% | 6.93K shares | 461K | $66.43 | 6.93K |
| Q2 2022 | share | Decrease | -100.00% | -2.6K shares | -205K | $71.63 | 0 |
| Q1 2022 | share | 0.00% | 0 shares | 3K | $78.89 | 2.6K | |
| Q4 2021 | share | 0.00% | 0 shares | -3K | $80.71 | 2.6K | |
| Q3 2021 | share | Increase | 0.00% | 2.6K shares | 205K | $74.24 | 2.6K |