FOUNDATIONS INVESTMENT ADVISORS, LLC – Schwab U.S. Dividend Equity ETF Transaction History
FOUNDATIONS INVESTMENT ADVISORS, LLC portfolio value:
$1.84M
portfolio value
FOUNDATIONS INVESTMENT 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 | Increase | +27.37% | 5.95K shares | 278K | $66.43 | 27.71K |
| Q2 2022 | share | Decrease | -1.53% | -338 shares | -176K | $71.63 | 21.75K |
| Q1 2022 | share | Increase | +1.60% | 348 shares | -42K | $78.89 | 22.09K |
| Q4 2021 | share | Increase | +1.36% | 291 shares | 164K | $80.71 | 21.74K |
| Q3 2021 | share | Decrease | -0.30% | -64 shares | -19K | $74.24 | 21.45K |
| Q2 2021 | share | Decrease | -0.25% | -53 shares | 44K | $75.03 | 21.51K |
| Q1 2021 | share | Increase | 0.00% | 21.57K shares | 1.59M | $71.83 | 21.57K |