FIRST PERSONAL FINANCIAL SERVICES – Schwab U.S. Dividend Equity ETF Transaction History
FIRST PERSONAL FINANCIAL SERVICES portfolio value:
$131,000
portfolio value
FIRST PERSONAL FINANCIAL SERVICES 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 | 0.00% | 0 shares | -11K | $66.43 | 1.97K | |
| Q2 2022 | share | 0.00% | 0 shares | -14K | $71.63 | 1.97K | |
| Q1 2022 | share | Decrease | -2.99% | -61 shares | -9K | $78.89 | 1.97K |
| Q4 2021 | share | Decrease | -4.68% | -100 shares | 6K | $80.71 | 2.03K |
| Q3 2021 | share | 0.00% | 0 shares | -3K | $74.24 | 2.13K | |
| Q2 2021 | share | 0.00% | 0 shares | 6K | $75.03 | 2.13K | |
| Q1 2021 | share | 0.00% | 0 shares | 19K | $71.83 | 2.13K | |
| Q4 2020 | share | 0.00% | 0 shares | 19K | $62.74 | 2.13K | |
| Q3 2020 | share | 0.00% | 0 shares | 7K | $53.59 | 2.13K | |
| Q2 2020 | share | 0.00% | 0 shares | 15K | $49.64 | 2.13K | |
| Q1 2020 | share | 0.00% | 0 shares | -28K | $42.78 | 2.13K | |
| Q4 2019 | share | 0.00% | 0 shares | 7K | $54.52 | 2.13K | |
| Q3 2019 | share | 0.00% | 0 shares | 4K | $51.15 | 2.13K | |
| Q2 2019 | share | 0.00% | 0 shares | 1K | $49.11 | 2.13K | |
| Q1 2019 | share | Increase | +502.25% | 1.78K shares | 95K | $48 | 2.13K |
| Q4 2018 | share | Decrease | -6.58% | -25 shares | -3K | $42.83 | 355 |
| Q3 2018 | share | 0.00% | 0 shares | 1K | $47.94 | 380 | |
| Q2 2018 | share | 0.00% | 0 shares | 0 | $44.27 | 380 | |
| Q1 2018 | share | 0.00% | 0 shares | 0 | $43.68 | 380 | |
| Q4 2017 | share | 0.00% | 0 shares | 1K | $45.35 | 380 | |
| Q3 2017 | share | 0.00% | 0 shares | 1K | $41.2 | 380 | |
| Q2 2017 | share | 0.00% | 0 shares | 0 | $39.41 | 380 | |
| Q1 2017 | share | 0.00% | 0 shares | 0 | $38.68 | 380 | |
| Q4 2016 | share | 0.00% | 0 shares | 1K | $37.53 | 380 | |
| Q3 2016 | share | 0.00% | 0 shares | 0 | $36.12 | 380 | |
| Q2 2016 | share | Decrease | -35.92% | -213 shares | -8K | $35.17 | 380 |
| Q1 2016 | share | Increase | +28.35% | 131 shares | 6K | $33.76 | 593 |