LAIDLAW WEALTH MANAGEMENT LLC – Schwab Short-Term U.S. Treasury ETF Transaction History
LAIDLAW WEALTH MANAGEMENT LLC portfolio value:
$3.21M
portfolio value
LAIDLAW WEALTH MANAGEMENT LLC quarter portfolio value change:
-1.89%
quarter
Schwab Short-Term U.S. Treasury ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -28.11% | -26.01K shares | -1.34M | $48.26 | 66.52K |
| Q2 2022 | share | Decrease | -50.15% | -93.10K shares | -4.64M | $49.19 | 92.53K |
| Q1 2022 | share | Decrease | -0.43% | -796 shares | -283K | $49.54 | 185.64K |
| Q4 2021 | share | Increase | +11.34% | 18.98K shares | 908K | $50.85 | 186.43K |
| Q3 2021 | share | Decrease | -7.81% | -14.17K shares | -731K | $51.15 | 167.45K |
| Q2 2021 | share | Increase | +15.37% | 24.20K shares | 1.22M | $51.13 | 181.63K |
| Q1 2021 | share | Increase | +38.65% | 43.88K shares | 2.24M | $51.17 | 157.42K |
| Q4 2020 | share | Increase | +74.98% | 48.65K shares | 2.49M | $51.19 | 113.54K |
| Q3 2020 | share | Increase | +35.62% | 17.04K shares | 872K | $51.16 | 64.88K |
| Q2 2020 | share | Increase | +0.37% | 175 shares | 4K | $51.14 | 47.84K |
| Q1 2020 | share | Increase | +150.65% | 28.65K shares | 1.50M | $51.04 | 47.66K |
| Q4 2019 | share | Increase | 0.00% | 19.01K shares | 960K | $49.65 | 19.01K |