LYELL WEALTH MANAGEMENT, LP – Schwab U.S. Dividend Equity ETF Transaction History
LYELL WEALTH MANAGEMENT, LP portfolio value:
$426,000
portfolio value
LYELL WEALTH MANAGEMENT, LP 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 | Increase | +16.61% | 913 shares | 32K | $66.43 | 6.41K |
| Q2 2022 | share | Increase | +0.68% | 37 shares | -37K | $71.63 | 5.49K |
| Q1 2022 | share | Decrease | -13.45% | -849 shares | -79K | $78.89 | 5.46K |
| Q4 2021 | share | Increase | 0.00% | 6.31K shares | 510K | $80.71 | 6.31K |