INSIGHT WEALTH STRATEGIES, LLC – Schwab U.S. Dividend Equity ETF Transaction History
INSIGHT WEALTH STRATEGIES, LLC portfolio value:
$460,000
portfolio value
INSIGHT WEALTH STRATEGIES, 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 | 0.00% | 0 shares | 0 | $66.43 | 6.41K | |
| Q2 2022 | share | Increase | +102.81% | 3.25K shares | 211K | $71.63 | 6.41K |
| Q1 2022 | share | Increase | 0.00% | 3.16K shares | 249K | $78.89 | 3.16K |