SUMMIT GLOBAL INVESTMENTS – Schwab U.S. Dividend Equity ETF Transaction History
SUMMIT GLOBAL INVESTMENTS portfolio value:
$4.29M
portfolio value
SUMMIT GLOBAL INVESTMENTS 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 | -4.04% | -2.72K shares | -532K | $66.43 | 64.65K |
Q2 2022 | share | Increase | +10.44% | 6.36K shares | 14K | $71.63 | 67.38K |
Q1 2022 | share | Increase | 0.00% | 61.01K shares | 4.81M | $78.89 | 61.01K |