SECURE ASSET MANAGEMENT, LLC – Schwab U.S. Dividend Equity ETF Transaction History
SECURE ASSET MANAGEMENT, LLC portfolio value:
$2.80M
portfolio value
SECURE ASSET 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 | Decrease | -5.84% | -2.61K shares | -407K | $66.43 | 42.18K |
| Q2 2022 | share | Increase | +0.48% | 214 shares | -308K | $71.63 | 44.79K |
| Q1 2022 | share | Increase | +113.40% | 23.69K shares | 1.82M | $78.89 | 44.58K |
| Q4 2021 | share | Increase | 0.00% | 20.89K shares | 1.68M | $80.71 | 20.89K |