MERIDIAN WEALTH PARTNERS, LLC – Schwab U.S. Dividend Equity ETF Transaction History
MERIDIAN WEALTH PARTNERS, LLC portfolio value:
$1.37M
portfolio value
MERIDIAN WEALTH PARTNERS, 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 | Increase | +0.07% | 14 shares | -107K | $66.43 | 20.69K |
| Q2 2022 | share | Increase | +0.07% | 14 shares | -149K | $71.63 | 20.68K |
| Q1 2022 | share | Decrease | -0.05% | -11 shares | -41K | $78.89 | 20.67K |
| Q4 2021 | share | Decrease | -0.29% | -61 shares | 132K | $80.71 | 20.68K |
| Q3 2021 | share | Increase | +13.28% | 2.43K shares | 155K | $74.24 | 20.74K |
| Q2 2021 | share | Increase | +38.76% | 5.11K shares | 423K | $75.03 | 18.31K |
| Q1 2021 | share | Decrease | -0.68% | -90 shares | 110K | $71.83 | 13.19K |
| Q4 2020 | share | Increase | +0.10% | 13 shares | 118K | $62.74 | 13.28K |
| Q3 2020 | share | Decrease | -0.37% | -49 shares | 45K | $53.59 | 13.27K |
| Q2 2020 | share | Decrease | -2.92% | -401 shares | 72K | $49.64 | 13.32K |
| Q1 2020 | share | Decrease | -5.49% | -797 shares | -224K | $42.78 | 13.72K |
| Q4 2019 | share | Increase | 0.00% | 14.52K shares | 841K | $54.52 | 14.52K |