FOUNDATIONS INVESTMENT ADVISORS, LLC – Schwab U.S. Small-Cap ETF Transaction History
FOUNDATIONS INVESTMENT ADVISORS, LLC portfolio value:
$2.02M
portfolio value
FOUNDATIONS INVESTMENT ADVISORS, LLC quarter portfolio value change:
-3.05%
quarter
Schwab U.S. Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.07% | -37 shares | -83K | $37.8 | 53.67K |
| Q2 2022 | share | Increase | +5.15% | 2.63K shares | -243K | $38.99 | 53.70K |
| Q1 2022 | share | Increase | +8.70% | 4.08K shares | 6K | $47.36 | 51.07K |
| Q4 2021 | share | Increase | +108.57% | 24.46K shares | 72K | $102.53 | 46.99K |
| Q3 2021 | share | Increase | +99.86% | 22.51K shares | -50K | $100.1 | 45.06K |
| Q2 2021 | share | Increase | +96.28% | 22.11K shares | 25K | $103.88 | 45.09K |
| Q1 2021 | share | Increase | 0.00% | 45.94K shares | 2.30M | $99.17 | 45.94K |