LAIDLAW WEALTH MANAGEMENT LLC – Schwab Fundamental U.S. Large Company Index ETF Transaction History
LAIDLAW WEALTH MANAGEMENT LLC portfolio value:
$746,000
portfolio value
LAIDLAW WEALTH MANAGEMENT LLC quarter portfolio value change:
-6.17%
quarter
Schwab Fundamental U.S. Large Company Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.84% | -968 shares | -98K | $47.76 | 15.61K |
| Q2 2022 | share | Decrease | -4.62% | -804 shares | -173K | $50.9 | 16.58K |
| Q1 2022 | share | Increase | +19.71% | 2.86K shares | 166K | $58.5 | 17.38K |
| Q4 2021 | share | Increase | 0.00% | 14.52K shares | 851K | $58.61 | 14.52K |