LAIDLAW WEALTH MANAGEMENT LLC – Schwab 1000 Index ETF Transaction History
LAIDLAW WEALTH MANAGEMENT LLC portfolio value:
$288,000
portfolio value
LAIDLAW WEALTH MANAGEMENT LLC quarter portfolio value change:
-5.07%
quarter
Schwab 1000 Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.60% | -50 shares | -17K | $34.61 | 8.31K |
| Q2 2022 | share | Increase | +1.25% | 103 shares | -59K | $36.46 | 8.36K |
| Q1 2022 | share | Decrease | -6.99% | -621 shares | -50K | $44.03 | 8.25K |
| Q4 2021 | share | Increase | 0.00% | 8.88K shares | 414K | $46.72 | 8.88K |
| Q1 2021 | share | Decrease | -100.00% | -8.98K shares | -336K | $39.18 | 0 |
| Q4 2020 | share | Increase | 0.00% | 8.98K shares | 336K | $37.05 | 8.98K |