EVERSOURCE WEALTH ADVISORS, LLC – Schwab U.S. Dividend Equity ETF Transaction History
EVERSOURCE WEALTH ADVISORS, LLC portfolio value:
$3.56M
portfolio value
EVERSOURCE WEALTH ADVISORS, LLC 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 | -15.33% | -9.70K shares | -974K | $66.43 | 53.61K |
| Q2 2022 | share | Increase | +39.73% | 18.00K shares | 961K | $71.63 | 63.32K |
| Q1 2022 | share | Increase | +21.53% | 8.02K shares | 561K | $78.89 | 45.31K |
| Q4 2021 | share | Increase | 0.00% | 37.28K shares | 3.01M | $80.71 | 37.28K |