TRITON WEALTH MANAGEMENT, PLLC – Schwab U.S. Dividend Equity ETF Transaction History
TRITON WEALTH MANAGEMENT, PLLC portfolio value:
$2.96M
portfolio value
TRITON WEALTH MANAGEMENT, PLLC 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 | +0.91% | 383 shares | -155K | $66.43 | 42.40K |
| Q2 2022 | share | Increase | +7.17% | 2.81K shares | 9K | $71.63 | 42.02K |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $78.89 | 39.21K | |
| Q4 2021 | share | Decrease | -23.57% | -12.08K shares | -829K | $80.71 | 39.21K |
| Q3 2021 | share | Decrease | -0.98% | -510 shares | -94K | $74.24 | 51.29K |
| Q2 2021 | share | Increase | +766.66% | 45.83K shares | 3.58M | $75.03 | 51.80K |
| Q1 2021 | share | Decrease | -3.67% | -228 shares | 49K | $71.83 | 5.97K |
| Q4 2020 | share | Decrease | -4.70% | -306 shares | 28K | $62.74 | 6.20K |
| Q3 2020 | share | Increase | +1.31% | 84 shares | 20K | $53.59 | 6.51K |
| Q2 2020 | share | Increase | +0.97% | 62 shares | 29K | $49.64 | 6.42K |
| Q1 2020 | share | Increase | 0.00% | 6.36K shares | 319K | $42.78 | 6.36K |