MBM WEALTH CONSULTANTS, LLC – Schwab U.S. Large-Cap Value ETF Transaction History
MBM WEALTH CONSULTANTS, LLC portfolio value:
$12,000
portfolio value
MBM WEALTH CONSULTANTS, LLC quarter portfolio value change:
-6.26%
quarter
Schwab U.S. Large-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 0 | $58.51 | 192 | |
| Q2 2022 | share | 0.00% | 0 shares | -2K | $62.42 | 192 | |
| Q1 2022 | share | 0.00% | 0 shares | 1K | $71.39 | 192 | |
| Q4 2021 | share | 0.00% | 0 shares | 0 | $73.15 | 192 | |
| Q3 2021 | share | Decrease | -4.00% | -8 shares | -1K | $67.48 | 192 |
| Q2 2021 | share | Decrease | -4.76% | -10 shares | 0 | $68.01 | 200 |
| Q1 2021 | share | 0.00% | 0 shares | 1K | $64.61 | 210 | |
| Q4 2020 | share | 0.00% | 0 shares | 2K | $58.65 | 210 | |
| Q3 2020 | share | 0.00% | 0 shares | 0 | $51.09 | 210 | |
| Q2 2020 | share | Decrease | -10.64% | -25 shares | 1K | $48.43 | 210 |
| Q1 2020 | share | 0.00% | 0 shares | -4K | $42.48 | 235 | |
| Q4 2019 | share | 0.00% | 0 shares | 1K | $57.12 | 235 | |
| Q3 2019 | share | 0.00% | 0 shares | 0 | $53.35 | 235 | |
| Q2 2019 | share | 0.00% | 0 shares | 0 | $52.41 | 235 | |
| Q1 2019 | share | 0.00% | 0 shares | 1K | $50.74 | 235 | |
| Q4 2018 | share | Increase | 0.00% | 235 shares | 12K | $45.37 | 235 |