HILLCREST WEALTH ADVISORS - NY, LLC – Schwab U.S. Large-Cap Value ETF Transaction History
HILLCREST WEALTH ADVISORS - NY, LLC portfolio value:
$230,000
portfolio value
HILLCREST WEALTH ADVISORS - NY, 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 | Decrease | -0.18% | -7 shares | -16K | $58.51 | 3.92K |
| Q2 2022 | share | 0.00% | 0 shares | -35K | $62.42 | 3.93K | |
| Q1 2022 | share | Increase | 0.00% | 3.93K shares | 281K | $71.39 | 3.93K |