LAUREL WEALTH ADVISORS LLC – Schwab U.S. Large-Cap ETF Transaction History
LAUREL WEALTH ADVISORS LLC portfolio value:
$399,000
portfolio value
LAUREL WEALTH ADVISORS LLC quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.69% | 65 shares | -19K | $42.35 | 9.42K |
| Q2 2022 | share | Increase | +1.96% | 180 shares | -76K | $44.66 | 9.35K |
| Q1 2022 | share | Increase | +0.39% | 36 shares | -26K | $53.85 | 9.17K |
| Q4 2021 | share | Decrease | -2.77% | -130 shares | 31K | $114.22 | 4.57K |
| Q3 2021 | share | Decrease | -60.68% | -7.25K shares | -754K | $104.03 | 4.7K |
| Q2 2021 | share | Decrease | -5.23% | -660 shares | 32K | $103.64 | 11.95K |
| Q1 2021 | share | Decrease | -7.00% | -950 shares | -22K | $95.42 | 12.61K |
| Q4 2020 | share | Decrease | -2.80% | -390 shares | 108K | $90.1 | 13.56K |
| Q3 2020 | share | Decrease | -0.30% | -42 shares | 88K | $79.55 | 13.95K |
| Q2 2020 | share | Decrease | -4.01% | -585 shares | 144K | $72.65 | 13.99K |
| Q1 2020 | share | Increase | +17.68% | 2.19K shares | -59K | $59.81 | 14.57K |
| Q4 2019 | share | Increase | +0.09% | 11 shares | 74K | $74.57 | 12.38K |
| Q3 2019 | share | Increase | +13.87% | 1.50K shares | 115K | $68.44 | 12.37K |
| Q2 2019 | share | Increase | +17.37% | 1.60K shares | 137K | $67.41 | 10.87K |
| Q1 2019 | share | Increase | +3.99% | 355 shares | 94K | $64.64 | 9.26K |
| Q4 2018 | share | Increase | 0.00% | 8.90K shares | 532K | $56.83 | 8.90K |