MERIDIAN WEALTH PARTNERS, LLC – Schwab U.S. Mid-Cap ETF Transaction History
MERIDIAN WEALTH PARTNERS, LLC portfolio value:
$6.25M
portfolio value
MERIDIAN WEALTH PARTNERS, LLC quarter portfolio value change:
-3.51%
quarter
Schwab U.S. Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.83% | -1.92K shares | -348K | $60.53 | 103.28K |
| Q2 2022 | share | Decrease | -7.73% | -8.81K shares | -2.04M | $62.73 | 105.21K |
| Q1 2022 | share | Decrease | -0.85% | -972 shares | -600K | $75.86 | 114.02K |
| Q4 2021 | share | Decrease | -2.97% | -3.51K shares | 163K | $80.5 | 114.99K |
| Q3 2021 | share | Decrease | -0.43% | -517 shares | -231K | $76.66 | 118.51K |
| Q2 2021 | share | Decrease | -2.30% | -2.80K shares | 249K | $77.99 | 119.03K |
| Q1 2021 | share | Decrease | -4.22% | -5.36K shares | 395K | $73.97 | 121.83K |
| Q4 2020 | share | Decrease | -1.11% | -1.43K shares | 1.53M | $67.69 | 127.20K |
| Q3 2020 | share | Decrease | -2.65% | -3.50K shares | 184K | $54.81 | 128.63K |
| Q2 2020 | share | Decrease | -5.13% | -7.14K shares | 1.08M | $51.79 | 132.13K |
| Q1 2020 | share | Increase | +1.60% | 2.19K shares | -2.37M | $41.36 | 139.28K |
| Q4 2019 | share | Increase | 0.00% | 137.08K shares | 8.24M | $58.73 | 137.08K |