LAIDLAW WEALTH MANAGEMENT LLC – Schwab U.S. Mid-Cap ETF Transaction History
LAIDLAW WEALTH MANAGEMENT LLC portfolio value:
$808,000
portfolio value
LAIDLAW WEALTH MANAGEMENT LLC 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 | -4.77% | -669 shares | -72K | $60.53 | 13.35K |
| Q2 2022 | share | Decrease | -11.83% | -1.88K shares | -327K | $62.73 | 14.02K |
| Q1 2022 | share | Decrease | -24.49% | -5.15K shares | -487K | $75.86 | 15.90K |
| Q4 2021 | share | Increase | 0.00% | 21.06K shares | 1.69M | $80.5 | 21.06K |
| Q1 2021 | share | Decrease | -100.00% | -22.65K shares | -1.54M | $73.97 | 0 |
| Q4 2020 | share | Increase | 0.00% | 22.65K shares | 1.54M | $67.69 | 22.65K |