DAKOTA WEALTH MANAGEMENT – Schwab U.S. Mid-Cap ETF Transaction History
DAKOTA WEALTH MANAGEMENT portfolio value:
$1.07M
portfolio value
DAKOTA WEALTH MANAGEMENT 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 | Increase | +0.11% | 20 shares | -37K | $60.53 | 17.67K |
| Q2 2022 | share | Decrease | -1.72% | -309 shares | -256K | $62.73 | 17.65K |
| Q1 2022 | share | Increase | 0.00% | 17.96K shares | 1.36M | $75.86 | 17.96K |