MERIDIAN WEALTH PARTNERS, LLC – Schwab U.S. Broad Market ETF Transaction History
MERIDIAN WEALTH PARTNERS, LLC portfolio value:
$12.31M
portfolio value
MERIDIAN WEALTH PARTNERS, 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 | +1.95% | 5.62K shares | -397K | $41.99 | 293.30K |
| Q2 2022 | share | Increase | +7.05% | 18.95K shares | -1.63M | $44.19 | 287.68K |
| Q1 2022 | share | Decrease | -1.83% | -5.01K shares | -1.12M | $53.39 | 268.72K |
| Q4 2021 | share | Increase | +1.46% | 1.96K shares | 1.45M | $113.36 | 136.87K |
| Q3 2021 | share | Increase | +2.17% | 2.86K shares | 244K | $103.86 | 134.90K |
| Q2 2021 | share | Increase | +6.32% | 7.85K shares | 1.75M | $103.94 | 132.03K |
| Q1 2021 | share | Increase | +2.23% | 2.71K shares | 958K | $96.11 | 124.18K |
| Q4 2020 | share | Increase | +0.06% | 74 shares | 1.38M | $90.16 | 121.46K |
| Q3 2020 | share | Decrease | -0.13% | -154 shares | 738K | $78.59 | 121.39K |
| Q2 2020 | share | Decrease | -6.99% | -9.13K shares | 1.03M | $72.04 | 121.54K |
| Q1 2020 | share | Decrease | -5.07% | -6.98K shares | -2.68M | $59.01 | 130.68K |
| Q4 2019 | share | Increase | 0.00% | 137.66K shares | 10.58M | $74.64 | 137.66K |