MERIDIAN WEALTH ADVISORS, LLC – Schwab U.S. Dividend Equity ETF Transaction History
MERIDIAN WEALTH ADVISORS, LLC portfolio value:
$232,000
portfolio value
MERIDIAN WEALTH ADVISORS, 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 | -18K | $66.43 | 3.49K | |
| Q2 2022 | share | 0.00% | 0 shares | -25K | $71.63 | 3.49K | |
| Q1 2022 | share | 0.00% | 0 shares | -7K | $78.89 | 3.49K | |
| Q4 2021 | share | Decrease | -3.64% | -132 shares | 13K | $80.71 | 3.49K |
| Q3 2021 | share | Increase | +3.78% | 132 shares | 5K | $74.24 | 3.62K |
| Q2 2021 | share | 0.00% | 0 shares | 9K | $75.03 | 3.49K | |
| Q1 2021 | share | 0.00% | 0 shares | 31K | $71.83 | 3.49K | |
| Q4 2020 | share | Increase | 0.00% | 3.49K shares | 224K | $62.74 | 3.49K |
| Q2 2020 | share | Decrease | -100.00% | -5.19K shares | -233K | $49.64 | 0 |
| Q1 2020 | share | Increase | +48.70% | 1.7K shares | 31K | $42.78 | 5.19K |
| Q4 2019 | share | Increase | 0.00% | 3.49K shares | 202K | $54.52 | 3.49K |
| Q1 2019 | share | Decrease | -100.00% | -3.20K shares | -151K | $48 | 0 |
| Q4 2018 | share | Increase | 0.00% | 3.20K shares | 151K | $42.83 | 3.20K |