LEGEND FINANCIAL ADVISORS, INC. – Schwab U.S. Large-Cap ETF Transaction History
LEGEND FINANCIAL ADVISORS, INC. portfolio value:
$80,515
portfolio value
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | 0.00% | 1.90K shares | 80.51K | $42.35 | 1.90K |
| Q3 2020 | share | Decrease | -100.00% | -10.80K shares | -801K | $79.55 | 0 |
| Q2 2020 | share | Decrease | -44.13% | -8.53K shares | -384K | $72.65 | 10.80K |
| Q1 2020 | share | Decrease | -7.62% | -1.59K shares | -424K | $59.81 | 19.34K |
| Q4 2019 | share | Decrease | -2.31% | -495 shares | 88K | $74.57 | 20.94K |
| Q3 2019 | share | Decrease | -1.65% | -359 shares | -9K | $68.44 | 21.43K |
| Q2 2019 | share | Decrease | -42.58% | -16.16K shares | -1.03M | $67.41 | 21.79K |
| Q1 2019 | share | Decrease | -2.54% | -990 shares | 242K | $64.64 | 37.96K |
| Q4 2018 | share | Increase | 0.00% | 38.95K shares | 2.32M | $56.83 | 38.95K |