PRINCIPLE WEALTH PARTNERS LLC – Schwab U.S. Small-Cap ETF Transaction History
PRINCIPLE WEALTH PARTNERS LLC portfolio value:
$562,000
portfolio value
PRINCIPLE WEALTH PARTNERS 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 | Increase | +1.98% | 288 shares | -6K | $37.8 | 14.85K |
| Q2 2022 | share | Increase | 0.00% | 14.57K shares | 568K | $38.99 | 14.57K |
| Q1 2020 | share | Decrease | -100.00% | -44.33K shares | -3.35M | $50.66 | 0 |
| Q4 2019 | share | Increase | +1.85% | 807 shares | 319K | $74.03 | 44.33K |
| Q3 2019 | share | Increase | +5.87% | 2.41K shares | 96K | $67.9 | 43.52K |
| Q2 2019 | share | Increase | +8.43% | 3.19K shares | 287K | $69.35 | 41.11K |
| Q1 2019 | share | Decrease | -9.61% | -4.03K shares | 106K | $67.61 | 37.92K |
| Q4 2018 | share | Increase | 0.00% | 41.95K shares | 2.54M | $58.53 | 41.95K |