NEW ENGLAND PRIVATE WEALTH ADVISORS LLC – Schwab U.S. Large-Cap Value ETF Transaction History
NEW ENGLAND PRIVATE WEALTH ADVISORS LLC portfolio value:
$388,000
portfolio value
NEW ENGLAND PRIVATE WEALTH ADVISORS LLC quarter portfolio value change:
-6.26%
quarter
Schwab U.S. Large-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.28% | 84 shares | -79K | $58.51 | 6.62K |
| Q2 2022 | share | 0.00% | 0 shares | 0 | $62.42 | 6.53K | |
| Q1 2022 | share | Decrease | -3.11% | -210 shares | -28K | $71.39 | 6.53K |
| Q4 2021 | share | Increase | +0.55% | 37 shares | 42K | $73.15 | 6.74K |
| Q3 2021 | share | Increase | +0.49% | 33 shares | -3K | $67.48 | 6.71K |
| Q2 2021 | share | Increase | 0.00% | 6.67K shares | 456K | $68.01 | 6.67K |