MADISON WEALTH MANAGEMENT – Schwab 1000 Index ETF Transaction History
MADISON WEALTH MANAGEMENT portfolio value:
$2.02M
portfolio value
MADISON WEALTH MANAGEMENT quarter portfolio value change:
-5.07%
quarter
Schwab 1000 Index ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.41% | -238 shares | -117K | $34.61 | 58.43K |
| Q2 2022 | share | Increase | +3.83% | 2.16K shares | -349K | $36.46 | 58.66K |
| Q1 2022 | share | 0.00% | 0 shares | -144K | $44.03 | 56.50K | |
| Q4 2021 | share | 0.00% | 0 shares | 225K | $46.72 | 56.50K | |
| Q3 2021 | share | 0.00% | 0 shares | -4K | $42.6 | 56.50K | |
| Q2 2021 | share | 0.00% | 0 shares | 184K | $42.53 | 56.50K | |
| Q1 2021 | share | 0.00% | 0 shares | 114K | $39.18 | 56.50K | |
| Q4 2020 | share | 0.00% | 0 shares | 249K | $37.05 | 56.50K | |
| Q3 2020 | share | Increase | +0.76% | 425 shares | 162K | $32.55 | 56.50K |
| Q2 2020 | share | Increase | +2.37% | 1.3K shares | 329K | $29.78 | 56.08K |
| Q1 2020 | share | Increase | +34.26% | 13.98K shares | 85K | $24.5 | 54.78K |
| Q4 2019 | share | Increase | 0.00% | 40.8K shares | 1.28M | $30.68 | 40.8K |