NORTHEAST FINANCIAL CONSULTANTS INC – Schwab U.S. Dividend Equity ETF Transaction History
NORTHEAST FINANCIAL CONSULTANTS INC portfolio value:
$1.17M
portfolio value
NORTHEAST FINANCIAL CONSULTANTS 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 | +77.60% | 7.71K shares | 461K | $66.43 | 17.65K |
| Q2 2022 | share | 0.00% | 0 shares | -72K | $71.63 | 9.94K | |
| Q1 2022 | share | 0.00% | 0 shares | -20K | $78.89 | 9.94K | |
| Q4 2021 | share | Increase | +24.52% | 1.95K shares | 211K | $80.71 | 9.94K |
| Q3 2021 | share | 0.00% | 0 shares | -11K | $74.24 | 7.98K | |
| Q2 2021 | share | Increase | +15.19% | 1.05K shares | 99K | $75.03 | 7.98K |
| Q1 2021 | share | Increase | +0.29% | 20 shares | 62K | $71.83 | 6.93K |
| Q4 2020 | share | Increase | 0.00% | 6.91K shares | 443K | $62.74 | 6.91K |