LYELL WEALTH MANAGEMENT, LP – Schwab U.S. Large-Cap ETF Transaction History
LYELL WEALTH MANAGEMENT, LP portfolio value:
$588,000
portfolio value
LYELL WEALTH MANAGEMENT, LP 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 | +0.43% | 59 shares | -30K | $42.35 | 13.89K |
| Q2 2022 | share | Decrease | -4.58% | -664 shares | -163K | $44.66 | 13.83K |
| Q1 2022 | share | Increase | +0.29% | 42 shares | -42K | $53.85 | 14.5K |
| Q4 2021 | share | Increase | 0.00% | 7.22K shares | 823K | $114.22 | 7.22K |