GSB WEALTH MANAGEMENT, LLC – Schwab U.S. Large-Cap ETF Transaction History
GSB WEALTH MANAGEMENT, LLC portfolio value:
$4.49M
portfolio value
GSB WEALTH MANAGEMENT, LLC 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 | +19.96% | 17.65K shares | 544K | $42.35 | 106.10K |
| Q2 2022 | share | Decrease | -5.79% | -5.44K shares | -1.10M | $44.66 | 88.45K |
| Q1 2022 | share | Increase | +270.93% | 68.57K shares | 3.61M | $53.85 | 93.89K |
| Q4 2021 | share | Increase | +2.79% | 344 shares | 159K | $114.22 | 12.65K |
| Q3 2021 | share | Decrease | -0.23% | -29 shares | -2K | $104.03 | 12.31K |
| Q2 2021 | share | Increase | +14.61% | 1.57K shares | 249K | $103.64 | 12.34K |
| Q1 2021 | share | Increase | 0.00% | 10.76K shares | 1.03M | $95.42 | 10.76K |