WESTERN WEALTH MANAGEMENT, LLC – Schwab U.S. Large-Cap ETF Transaction History
WESTERN WEALTH MANAGEMENT, LLC portfolio value:
$4.58M
portfolio value
WESTERN WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.41% | 1.49K shares | -142K | $42.35 | 106.89K |
| Q2 2022 | share | Decrease | -0.38% | -407 shares | -969K | $44.66 | 105.40K |
| Q1 2022 | share | Increase | +77.68% | 46.25K shares | 2.30M | $53.85 | 105.81K |
| Q4 2021 | share | Increase | +116.50% | 32.04K shares | 532K | $114.22 | 59.55K |
| Q2 2021 | share | Increase | +125.07% | 30.57K shares | 511K | $103.64 | 55.01K |
| Q1 2021 | share | Increase | +99.16% | 24.34K shares | 114K | $95.42 | 48.88K |
| Q4 2020 | share | Increase | +98.10% | 24.31K shares | 235K | $90.1 | 49.09K |
| Q3 2020 | share | Increase | +92.13% | 23.76K shares | 84K | $79.55 | 49.56K |
| Q2 2020 | share | Increase | +87.50% | 24.07K shares | 227K | $72.65 | 51.59K |
| Q1 2020 | share | Increase | +105.14% | 28.20K shares | -374K | $59.81 | 55.03K |
| Q4 2019 | share | Increase | +97.13% | 26.43K shares | 133K | $74.57 | 53.65K |
| Q3 2019 | share | Increase | +95.58% | 26.60K shares | -26K | $68.44 | 54.43K |
| Q2 2019 | share | Increase | +98.93% | 27.68K shares | 61K | $67.41 | 55.66K |
| Q1 2019 | share | Increase | +98.09% | 27.71K shares | 206K | $64.64 | 55.96K |
| Q4 2018 | share | Increase | 0.00% | 56.50K shares | 1.68M | $56.83 | 56.50K |