ELMWOOD WEALTH MANAGEMENT, INC. – Schwab U.S. Mid-Cap ETF Transaction History
ELMWOOD WEALTH MANAGEMENT, INC. portfolio value:
$254,000
portfolio value
ELMWOOD WEALTH MANAGEMENT, INC. quarter portfolio value change:
-3.51%
quarter
Schwab U.S. Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -9K | $60.53 | 4.2K | |
| Q2 2022 | share | 0.00% | 0 shares | -56K | $62.73 | 4.2K | |
| Q1 2022 | share | Increase | +0.02% | 1 shares | -19K | $75.86 | 4.2K |
| Q4 2021 | share | 0.00% | 0 shares | 9K | $80.5 | 4.19K | |
| Q2 2021 | share | 0.00% | 0 shares | 16K | $77.99 | 4.19K | |
| Q1 2021 | share | Increase | +11.73% | 441 shares | 115K | $73.97 | 4.19K |
| Q3 2020 | share | 0.00% | 0 shares | 0 | $54.81 | 3.75K | |
| Q2 2020 | share | Increase | 0.00% | 3.75K shares | 198K | $51.79 | 3.75K |