DAKOTA WEALTH MANAGEMENT – Schwab U.S. Large-Cap ETF Transaction History
DAKOTA WEALTH MANAGEMENT portfolio value:
$1.33M
portfolio value
DAKOTA WEALTH MANAGEMENT quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +227.78% | 21.87K shares | 904K | $42.35 | 31.48K |
| Q2 2022 | share | Increase | +0.78% | 74 shares | -84K | $44.66 | 9.60K |
| Q1 2022 | share | Increase | 0.00% | 9.53K shares | 513K | $53.85 | 9.53K |