MARK SHEPTOFF FINANCIAL PLANNING, LLC – Schwab U.S. Mid-Cap ETF Transaction History
MARK SHEPTOFF FINANCIAL PLANNING, LLC portfolio value:
$28,000
portfolio value
MARK SHEPTOFF FINANCIAL PLANNING, LLC quarter portfolio value change:
-3.51%
quarter
Schwab U.S. Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -1K | $60.53 | 459 | |
| Q2 2022 | share | 0.00% | 0 shares | -6K | $62.73 | 459 | |
| Q1 2022 | share | 0.00% | 0 shares | -2K | $75.86 | 459 | |
| Q3 2021 | share | 0.00% | 0 shares | -1K | $76.66 | 459 | |
| Q2 2021 | share | 0.00% | 0 shares | 2K | $77.99 | 459 | |
| Q1 2021 | share | 0.00% | 0 shares | 3K | $73.97 | 459 | |
| Q4 2020 | share | 0.00% | 0 shares | 6K | $67.69 | 459 | |
| Q3 2020 | share | 0.00% | 0 shares | 1K | $54.81 | 459 | |
| Q2 2020 | share | 0.00% | 0 shares | 5K | $51.79 | 459 | |
| Q1 2020 | share | Decrease | -36.78% | -267 shares | -25K | $41.36 | 459 |
| Q4 2019 | share | 0.00% | 0 shares | 3K | $58.73 | 726 | |
| Q3 2019 | share | 0.00% | 0 shares | 0 | $54.92 | 726 | |
| Q2 2019 | share | 0.00% | 0 shares | 1K | $55.23 | 726 | |
| Q1 2019 | share | 0.00% | 0 shares | 5K | $53.4 | 726 | |
| Q4 2018 | share | 0.00% | 0 shares | -7K | $46.07 | 726 | |
| Q3 2018 | share | 0.00% | 0 shares | 2K | $55.32 | 726 | |
| Q2 2018 | share | 0.00% | 0 shares | 2K | $52.33 | 726 | |
| Q1 2018 | share | 0.00% | 0 shares | -1K | $50.29 | 726 | |
| Q4 2017 | share | 0.00% | 0 shares | 3K | $50.51 | 726 | |
| Q3 2017 | share | Increase | 0.00% | 726 shares | 36K | $47.29 | 726 |