MERIDIAN WEALTH PARTNERS, LLC – Schwab U.S. Aggregate Bond ETF Transaction History
MERIDIAN WEALTH PARTNERS, LLC portfolio value:
$986,000
portfolio value
MERIDIAN WEALTH PARTNERS, LLC quarter portfolio value change:
-5.35%
quarter
Schwab U.S. Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.40% | 87 shares | -52K | $45.31 | 21.77K |
| Q2 2022 | share | Increase | +0.39% | 85 shares | -55K | $47.87 | 21.68K |
| Q1 2022 | share | Increase | +1.45% | 308 shares | -55K | $50.57 | 21.59K |
| Q4 2021 | share | Increase | +4.44% | 905 shares | 42K | $53.88 | 21.29K |
| Q3 2021 | share | Increase | +7.55% | 1.43K shares | 71K | $53.98 | 20.38K |
| Q2 2021 | share | Increase | +47.85% | 6.13K shares | 343K | $54.03 | 18.95K |
| Q1 2021 | share | Increase | +0.25% | 32 shares | -25K | $53.1 | 12.82K |
| Q4 2020 | share | Increase | +17.73% | 1.92K shares | 108K | $54.94 | 12.78K |
| Q3 2020 | share | Increase | +29.77% | 2.49K shares | 138K | $54.57 | 10.86K |
| Q2 2020 | share | Increase | +16.92% | 1.21K shares | 82K | $54.41 | 8.37K |
| Q1 2020 | share | Increase | +21.36% | 1.26K shares | 74K | $52.17 | 7.15K |
| Q4 2019 | share | Increase | 0.00% | 5.89K shares | 315K | $51.13 | 5.89K |