ALLIED INVESTMENT ADVISORS, LLC – Schwab U.S. Large-Cap Value ETF Transaction History
ALLIED INVESTMENT ADVISORS, LLC portfolio value:
$235,000
portfolio value
ALLIED INVESTMENT ADVISORS, 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 | Increase | +9.47% | 348 shares | 6K | $58.51 | 4.02K |
| Q2 2022 | share | Increase | +2.31% | 83 shares | -27K | $62.42 | 3.67K |
| Q1 2022 | share | Increase | +0.14% | 5 shares | -7K | $71.39 | 3.59K |
| Q4 2021 | share | Increase | +14.46% | 453 shares | 52K | $73.15 | 3.58K |
| Q3 2021 | share | Increase | +0.48% | 15 shares | -2K | $67.48 | 3.13K |
| Q2 2021 | share | Increase | 0.00% | 3.11K shares | 213K | $68.01 | 3.11K |