MERIDIAN WEALTH MANAGEMENT, LLC – Schwab U.S. Large-Cap Value ETF Transaction History
MERIDIAN WEALTH MANAGEMENT, LLC portfolio value:
$4.06M
portfolio value
MERIDIAN WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.26%
quarter
Schwab U.S. Large-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -39.75% | -45.78K shares | -3.13M | $58.51 | 69.41K |
| Q2 2022 | share | Increase | +1539.38% | 108.17K shares | 6.68M | $62.42 | 115.19K |
| Q1 2022 | share | Increase | +79.17% | 3.10K shares | 215K | $71.39 | 7.02K |
| Q4 2021 | share | Increase | +14.04% | 483 shares | 55K | $73.15 | 3.92K |
| Q3 2021 | share | Increase | +2.35% | 79 shares | 2K | $67.48 | 3.43K |
| Q2 2021 | share | Decrease | -5.27% | -187 shares | -2K | $68.01 | 3.36K |
| Q1 2021 | share | Decrease | -0.89% | -32 shares | 19K | $64.61 | 3.54K |
| Q4 2020 | share | Increase | 0.00% | 3.57K shares | 213K | $58.65 | 3.57K |
| Q2 2019 | share | Increase | 0.00% | 1.37K shares | 773 | $52.41 | 1.37K |