LAIDLAW WEALTH MANAGEMENT LLC – Schwab U.S. Large-Cap ETF Transaction History
LAIDLAW WEALTH MANAGEMENT LLC portfolio value:
$2.43M
portfolio value
LAIDLAW WEALTH MANAGEMENT LLC quarter portfolio value change:
-5.17%
quarter
Schwab U.S. Large-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.87% | -2.31K shares | -237K | $42.35 | 57.55K |
| Q2 2022 | share | Decrease | -2.58% | -1.58K shares | -636K | $44.66 | 59.87K |
| Q1 2022 | share | Decrease | -11.15% | -7.71K shares | -627K | $53.85 | 61.45K |
| Q4 2021 | share | Increase | 0.00% | 34.58K shares | 3.93M | $114.22 | 34.58K |
| Q1 2021 | share | Decrease | -100.00% | -42.70K shares | -3.88M | $95.42 | 0 |
| Q4 2020 | share | Increase | +140.54% | 24.95K shares | 2.45M | $90.1 | 42.70K |
| Q3 2020 | share | Decrease | -3.83% | -708 shares | 63K | $79.55 | 17.75K |
| Q2 2020 | share | Increase | +10.15% | 1.70K shares | 341K | $72.65 | 18.46K |
| Q1 2020 | share | Increase | +5.36% | 853 shares | -195K | $59.81 | 16.76K |
| Q4 2019 | share | Increase | 0.00% | 15.90K shares | 1.22M | $74.57 | 15.90K |