LAUREL WEALTH ADVISORS LLC – Schwab U.S. Small-Cap ETF Transaction History
LAUREL WEALTH ADVISORS LLC portfolio value:
$170,000
portfolio value
LAUREL WEALTH 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 | 0.00% | 0 shares | -5K | $37.8 | 4.49K | |
| Q2 2022 | share | 0.00% | 0 shares | -38K | $38.99 | 4.49K | |
| Q1 2022 | share | Decrease | -19.24% | -1.07K shares | -72K | $47.36 | 4.49K |
| Q4 2021 | share | Increase | +3.73% | 100 shares | 17K | $102.53 | 2.78K |
| Q3 2021 | share | Decrease | -45.86% | -2.27K shares | -248K | $100.1 | 2.68K |
| Q2 2021 | share | Decrease | -2.75% | -140 shares | 9K | $103.88 | 4.95K |
| Q1 2021 | share | Decrease | -4.05% | -215 shares | 35K | $99.17 | 5.09K |
| Q4 2020 | share | Decrease | -7.50% | -430 shares | 80K | $88.35 | 5.30K |
| Q3 2020 | share | Decrease | -4.10% | -245 shares | 1K | $67.59 | 5.73K |
| Q2 2020 | share | Decrease | -12.06% | -820 shares | 41K | $64.37 | 5.98K |
| Q1 2020 | share | Decrease | -2.93% | -205 shares | -180K | $50.66 | 6.8K |
| Q4 2019 | share | Decrease | -11.39% | -900 shares | -21K | $74.03 | 7.00K |
| Q3 2019 | share | Increase | +17.20% | 1.16K shares | 69K | $67.9 | 7.90K |
| Q2 2019 | share | Increase | +30.84% | 1.59K shares | 122K | $69.35 | 6.74K |
| Q1 2019 | share | Increase | +17.43% | 765 shares | 94K | $67.61 | 5.15K |
| Q4 2018 | share | Increase | 0.00% | 4.39K shares | 266K | $58.53 | 4.39K |