LAIDLAW WEALTH MANAGEMENT LLC – Schwab U.S. Dividend Equity ETF Transaction History
LAIDLAW WEALTH MANAGEMENT LLC portfolio value:
$1.82M
portfolio value
LAIDLAW WEALTH MANAGEMENT LLC quarter portfolio value change:
-7.26%
quarter
Schwab U.S. Dividend Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -143K | $66.43 | 27.43K | |
| Q2 2022 | share | Increase | +2.41% | 645 shares | -148K | $71.63 | 27.43K |
| Q1 2022 | share | Decrease | -9.66% | -2.86K shares | -284K | $78.89 | 26.78K |
| Q4 2021 | share | Increase | 0.00% | 29.65K shares | 2.39M | $80.71 | 29.65K |
| Q1 2021 | share | Decrease | -100.00% | -25.67K shares | -1.64M | $71.83 | 0 |
| Q4 2020 | share | Increase | 0.00% | 25.67K shares | 1.64M | $62.74 | 25.67K |