LAIDLAW WEALTH MANAGEMENT LLC – Schwab U.S. Aggregate Bond ETF Transaction History
LAIDLAW WEALTH MANAGEMENT LLC portfolio value:
$1.40M
portfolio value
LAIDLAW WEALTH MANAGEMENT LLC quarter portfolio value change:
-5.35%
quarter
Schwab U.S. Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -23.37% | -9.48K shares | -533K | $45.31 | 31.09K |
| Q2 2022 | share | Decrease | -1.14% | -469 shares | -134K | $47.87 | 40.57K |
| Q1 2022 | share | Decrease | -32.26% | -19.54K shares | -1.19M | $50.57 | 41.04K |
| Q4 2021 | share | Increase | 0.00% | 60.59K shares | 3.26M | $53.88 | 60.59K |
| Q1 2021 | share | Decrease | -100.00% | -73.11K shares | -4.09M | $53.1 | 0 |
| Q4 2020 | share | Increase | +175.91% | 46.61K shares | 2.61M | $54.94 | 73.11K |
| Q3 2020 | share | Increase | +0.31% | 81 shares | 0 | $54.57 | 26.5K |
| Q2 2020 | share | Decrease | -0.59% | -158 shares | 44K | $54.41 | 26.41K |
| Q1 2020 | share | Increase | +10.77% | 2.58K shares | 160K | $52.17 | 26.57K |
| Q4 2019 | share | Increase | 0.00% | 23.99K shares | 1.28M | $51.13 | 23.99K |