JFG WEALTH MANAGEMENT, LLC – Schwab U.S. Small-Cap ETF Transaction History
JFG WEALTH MANAGEMENT, LLC portfolio value:
$5.20M
portfolio value
JFG WEALTH MANAGEMENT, 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 | Increase | +674.03% | 119.83K shares | 4.50M | $37.8 | 137.61K |
| Q2 2022 | share | Increase | +48.23% | 5.78K shares | 125K | $38.99 | 17.77K |
| Q1 2022 | share | Decrease | -5.99% | -764 shares | -85K | $47.36 | 11.99K |
| Q4 2021 | share | Increase | 0.00% | 6.37K shares | 653K | $102.53 | 6.37K |
| Q1 2019 | share | Decrease | -100.00% | -9.48K shares | -575K | $67.61 | 0 |
| Q4 2018 | share | Increase | 0.00% | 9.48K shares | 575K | $58.53 | 9.48K |