TRITON WEALTH MANAGEMENT, PLLC – Schwab U.S. Mid-Cap ETF Transaction History
TRITON WEALTH MANAGEMENT, PLLC portfolio value:
$433,000
portfolio value
TRITON WEALTH MANAGEMENT, PLLC 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 | -0.06% | -4 shares | -30K | $60.53 | 6.71K |
| Q2 2022 | share | Decrease | -4.22% | -296 shares | -60K | $62.73 | 6.71K |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $75.86 | 7.01K | |
| Q4 2021 | share | Decrease | -3.01% | -218 shares | -55K | $80.5 | 7.01K |
| Q3 2021 | share | Increase | +0.22% | 16 shares | 6K | $76.66 | 7.23K |
| Q2 2021 | share | Decrease | -0.55% | -40 shares | 22K | $77.99 | 7.21K |
| Q1 2021 | share | Decrease | -1.40% | -103 shares | 51K | $73.97 | 7.25K |
| Q4 2020 | share | Decrease | -2.19% | -165 shares | 68K | $67.69 | 7.35K |
| Q3 2020 | share | Decrease | -0.27% | -20 shares | 14K | $54.81 | 7.52K |
| Q2 2020 | share | Decrease | -9.27% | -771 shares | 19K | $51.79 | 7.54K |
| Q1 2020 | share | Increase | 0.00% | 8.31K shares | 398K | $41.36 | 8.31K |