LEHMAN & DERAFELO FINANCIAL RESOURCES LLC – Schwab U.S. Dividend Equity ETF Transaction History
LEHMAN & DERAFELO FINANCIAL RESOURCES LLC portfolio value:
$1.34M
portfolio value
LEHMAN & DERAFELO FINANCIAL RESOURCES LLC quarter portfolio value change:
-7.26%
quarter
Schwab U.S. Dividend Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -105K | $66.43 | 20.18K | |
| Q2 2022 | share | Decrease | -0.98% | -200 shares | -162K | $71.63 | 20.18K |
| Q1 2022 | share | Decrease | -4.68% | -1K shares | -120K | $78.89 | 20.38K |
| Q4 2021 | share | 0.00% | 0 shares | 140K | $80.71 | 21.38K | |
| Q3 2021 | share | Decrease | -3.17% | -700 shares | -82K | $74.24 | 21.38K |
| Q2 2021 | share | 0.00% | 0 shares | 60K | $75.03 | 22.08K | |
| Q1 2021 | share | 0.00% | 0 shares | 194K | $71.83 | 22.08K | |
| Q4 2020 | share | Increase | +3.27% | 700 shares | 233K | $62.74 | 22.08K |
| Q3 2020 | share | 0.00% | 0 shares | 76K | $53.59 | 21.38K | |
| Q2 2020 | share | Decrease | -4.89% | -1.1K shares | 96K | $49.64 | 21.38K |
| Q1 2020 | share | Decrease | -5.86% | -1.4K shares | -372K | $42.78 | 22.48K |
| Q4 2019 | share | 0.00% | 0 shares | 75K | $54.52 | 23.88K | |
| Q3 2019 | share | Decrease | -0.16% | -38 shares | 22K | $51.15 | 23.88K |
| Q2 2019 | share | 0.00% | 0 shares | 35K | $49.11 | 23.92K | |
| Q1 2019 | share | 0.00% | 0 shares | 127K | $48 | 23.92K | |
| Q4 2018 | share | Increase | 0.00% | 23.92K shares | 1.12M | $42.83 | 23.92K |