WATERFRONT WEALTH INC. – Schwab U.S. Large-Cap Value ETF Transaction History
WATERFRONT WEALTH INC. portfolio value:
$309,000
portfolio value
WATERFRONT WEALTH INC. 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 | 0.00% | 0 shares | 10K | $58.51 | 4.79K | |
| Q2 2022 | share | Increase | +71.34% | 1.99K shares | 99K | $62.42 | 4.79K |
| Q1 2022 | share | Increase | 0.00% | 2.79K shares | 200K | $71.39 | 2.79K |