RIVER WEALTH ADVISORS LLC – Schwab U.S. Dividend Equity ETF Transaction History
RIVER WEALTH ADVISORS LLC portfolio value:
$269,000
portfolio value
RIVER WEALTH ADVISORS LLC 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 | Decrease | -11.64% | -534 shares | -59K | $66.43 | 4.05K |
| Q2 2022 | share | Increase | +15.84% | 627 shares | 16K | $71.63 | 4.58K |
| Q1 2022 | share | Decrease | -18.79% | -916 shares | -82K | $78.89 | 3.95K |
| Q4 2021 | share | Decrease | -12.62% | -704 shares | -20K | $80.71 | 4.87K |
| Q3 2021 | share | Decrease | -4.12% | -240 shares | -26K | $74.24 | 5.57K |
| Q2 2021 | share | Increase | +1.36% | 78 shares | 21K | $75.03 | 5.81K |
| Q1 2021 | share | 0.00% | 0 shares | 51K | $71.83 | 5.74K | |
| Q4 2020 | share | Decrease | -2.50% | -147 shares | 42K | $62.74 | 5.74K |
| Q3 2020 | share | Decrease | -2.73% | -165 shares | 13K | $53.59 | 5.88K |
| Q2 2020 | share | Decrease | -13.63% | -955 shares | -2K | $49.64 | 6.05K |
| Q1 2020 | share | Decrease | -14.71% | -1.20K shares | -161K | $42.78 | 7.00K |
| Q4 2019 | share | Increase | +15.10% | 1.07K shares | 85K | $54.52 | 8.21K |
| Q3 2019 | share | Increase | +26.26% | 1.48K shares | 91K | $51.15 | 7.13K |
| Q2 2019 | share | Increase | +1.40% | 78 shares | 8K | $49.11 | 5.65K |
| Q1 2019 | share | Decrease | -13.86% | -897 shares | -12K | $48 | 5.57K |
| Q4 2018 | share | Increase | +101.09% | 3.25K shares | 133K | $42.83 | 6.47K |
| Q3 2018 | share | Decrease | -6.83% | -236 shares | 1K | $47.94 | 3.21K |
| Q2 2018 | share | Increase | 0.00% | 3.45K shares | 170K | $44.27 | 3.45K |