LAIDLAW WEALTH MANAGEMENT LLC – Schwab U.S. Broad Market ETF Transaction History
LAIDLAW WEALTH MANAGEMENT LLC portfolio value:
$1.09M
portfolio value
LAIDLAW WEALTH MANAGEMENT LLC quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -6.61% | -1.84K shares | -139K | $41.99 | 26.05K |
| Q2 2022 | share | Decrease | -3.49% | -1.00K shares | -310K | $44.19 | 27.89K |
| Q1 2022 | share | Decrease | -1.45% | -425 shares | -114K | $53.39 | 28.90K |
| Q4 2021 | share | Increase | 0.00% | 14.66K shares | 1.65M | $113.36 | 14.66K |
| Q1 2021 | share | Decrease | -100.00% | -13.84K shares | -1.25M | $96.11 | 0 |
| Q4 2020 | share | Increase | 0.00% | 13.84K shares | 1.25M | $90.16 | 13.84K |