MARK SHEPTOFF FINANCIAL PLANNING, LLC – Schwab U.S. Large-Cap Value ETF Transaction History
MARK SHEPTOFF FINANCIAL PLANNING, LLC portfolio value:
$25,000
portfolio value
MARK SHEPTOFF FINANCIAL PLANNING, 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 | 0.00% | 0 shares | -2K | $58.51 | 425 | |
| Q2 2022 | share | 0.00% | 0 shares | -3K | $62.42 | 425 | |
| Q1 2022 | share | 0.00% | 0 shares | -1K | $71.39 | 425 | |
| Q4 2021 | share | 0.00% | 0 shares | 2K | $73.15 | 425 | |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $67.48 | 425 | |
| Q2 2021 | share | 0.00% | 0 shares | 1K | $68.01 | 425 | |
| Q1 2021 | share | 0.00% | 0 shares | 3K | $64.61 | 425 | |
| Q4 2020 | share | 0.00% | 0 shares | 3K | $58.65 | 425 | |
| Q3 2020 | share | 0.00% | 0 shares | 1K | $51.09 | 425 | |
| Q2 2020 | share | 0.00% | 0 shares | 2K | $48.43 | 425 | |
| Q1 2020 | share | Decrease | -37.68% | -257 shares | -22K | $42.48 | 425 |
| Q4 2019 | share | 0.00% | 0 shares | 2K | $57.12 | 682 | |
| Q3 2019 | share | 0.00% | 0 shares | 1K | $53.35 | 682 | |
| Q2 2019 | share | 0.00% | 0 shares | 1K | $52.41 | 682 | |
| Q1 2019 | share | 0.00% | 0 shares | 3K | $50.74 | 682 | |
| Q4 2018 | share | 0.00% | 0 shares | -4K | $45.37 | 682 | |
| Q3 2018 | share | 0.00% | 0 shares | 2K | $51.22 | 682 | |
| Q2 2018 | share | 0.00% | 0 shares | 0 | $48.17 | 682 | |
| Q1 2018 | share | 0.00% | 0 shares | -1K | $47.59 | 682 | |
| Q4 2017 | share | 0.00% | 0 shares | 2K | $48.94 | 682 | |
| Q3 2017 | share | Increase | 0.00% | 682 shares | 35K | $46.08 | 682 |