LEGACY ADVISORS, LLC – Schwab U.S. Dividend Equity ETF Transaction History
LEGACY ADVISORS, LLC portfolio value:
$533,000
portfolio value
LEGACY 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 | 0.00% | 0 shares | -42K | $66.43 | 8.02K | |
| Q2 2022 | share | Increase | 0.00% | 8.02K shares | 575K | $71.63 | 8.02K |
| Q1 2022 | share | Decrease | -100.00% | -2.86K shares | -232K | $78.89 | 0 |
| Q4 2021 | share | Increase | 0.00% | 2.86K shares | 232K | $80.71 | 2.86K |