CORNELL POCHILY INVESTMENT ADVISORS, INC. – Schwab U.S. Dividend Equity ETF Transaction History
CORNELL POCHILY INVESTMENT ADVISORS, INC. portfolio value:
$658,000
portfolio value
CORNELL POCHILY INVESTMENT ADVISORS, INC. 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 | Increase | +4.83% | 456 shares | -19K | $66.43 | 9.90K |
| Q2 2022 | share | Increase | +23.35% | 1.78K shares | 73K | $71.63 | 9.45K |
| Q1 2022 | share | Increase | +0.30% | 23 shares | -13K | $78.89 | 7.66K |
| Q4 2021 | share | Decrease | -0.10% | -8 shares | 49K | $80.71 | 7.63K |
| Q3 2021 | share | Increase | +19.90% | 1.26K shares | 86K | $74.24 | 7.64K |
| Q2 2021 | share | Increase | 0.00% | 6.37K shares | 482K | $75.03 | 6.37K |