KEUDELL/MORRISON WEALTH MANAGEMENT – Schwab U.S. Dividend Equity ETF Transaction History
KEUDELL/MORRISON WEALTH MANAGEMENT portfolio value:
$1.05M
portfolio value
KEUDELL/MORRISON WEALTH MANAGEMENT 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 | +127.33% | 8.87K shares | 553K | $66.43 | 15.83K |
| Q2 2022 | share | Increase | +83.03% | 3.16K shares | 199K | $71.63 | 6.96K |
| Q1 2022 | share | Increase | +32.38% | 931 shares | 68K | $78.89 | 3.80K |
| Q4 2021 | share | Increase | 0.00% | 2.87K shares | 232K | $80.71 | 2.87K |