TRINITYPOINT WEALTH, LLC – Schwab U.S. Large-Cap Value ETF Transaction History
TRINITYPOINT WEALTH, LLC portfolio value:
$289,000
portfolio value
TRINITYPOINT WEALTH, 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 | Increase | +0.02% | 1 shares | -19K | $58.51 | 4.94K |
| Q2 2022 | share | Increase | +22.95% | 922 shares | 21K | $62.42 | 4.94K |
| Q1 2022 | share | Increase | 0.00% | 4.01K shares | 287K | $71.39 | 4.01K |