LAIDLAW WEALTH MANAGEMENT LLC – Schwab U.S. Small-Cap ETF Transaction History
LAIDLAW WEALTH MANAGEMENT LLC portfolio value:
$1.04M
portfolio value
LAIDLAW WEALTH MANAGEMENT LLC quarter portfolio value change:
-3.05%
quarter
Schwab U.S. Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.63% | -176 shares | -39K | $37.8 | 27.68K |
| Q2 2022 | share | Decrease | -5.78% | -1.70K shares | -314K | $38.99 | 27.86K |
| Q1 2022 | share | Decrease | -9.35% | -3.05K shares | -270K | $47.36 | 29.57K |
| Q4 2021 | share | Increase | 0.00% | 16.31K shares | 1.67M | $102.53 | 16.31K |
| Q1 2021 | share | Decrease | -100.00% | -13.60K shares | -1.21M | $99.17 | 0 |
| Q4 2020 | share | Increase | 0.00% | 13.60K shares | 1.21M | $88.35 | 13.60K |