WESTERN WEALTH MANAGEMENT, LLC – Schwab U.S. Broad Market ETF Transaction History
WESTERN WEALTH MANAGEMENT, LLC portfolio value:
$2.47M
portfolio value
WESTERN WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.36% | 207 shares | -101K | $41.99 | 58.28K |
| Q2 2022 | share | Decrease | -2.49% | -1.48K shares | -603K | $44.19 | 58.08K |
| Q1 2022 | share | Increase | +109.22% | 31.09K shares | 1.56M | $53.39 | 59.56K |
| Q4 2021 | share | Increase | +73.89% | 12.09K shares | -97K | $113.36 | 28.47K |
| Q2 2021 | share | Increase | +115.86% | 17.57K shares | 240K | $103.94 | 32.74K |
| Q1 2021 | share | Increase | +103.65% | 15.44K shares | 112K | $96.11 | 30.33K |
| Q4 2020 | share | Increase | +92.85% | 14.34K shares | 125K | $90.16 | 29.79K |
| Q3 2020 | share | Increase | +92.10% | 14.81K shares | 46K | $78.59 | 30.89K |
| Q2 2020 | share | Increase | +97.57% | 15.88K shares | 202K | $72.04 | 32.16K |
| Q1 2020 | share | Increase | +111.59% | 17.17K shares | -201K | $59.01 | 32.56K |
| Q4 2019 | share | Increase | +113.91% | 16.39K shares | 160K | $74.64 | 30.78K |
| Q3 2019 | share | Increase | +88.67% | 13.52K shares | -53K | $68.53 | 28.77K |
| Q2 2019 | share | Increase | +100.00% | 15.25K shares | 40K | $67.74 | 30.50K |
| Q1 2019 | share | Increase | +100.00% | 15.25K shares | 123K | $65.07 | 30.50K |
| Q4 2018 | share | Increase | 0.00% | 30.50K shares | 913K | $57.07 | 30.50K |